We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
151
Post Resch Tallon Group
New York
$253K +$243K +9,921 New
SFA
152
Sequoia Financial Advisors
Ohio
$251K +$16.6K +676 +7%
VA
153
Valmark Advisers
Ohio
$250K
SG
154
StoneX Group
New York
$248K -$70.6K -2,880 -23%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$243K -$5.49K -224 -2%
GA
156
GoalVest Advisory
New York
$240K
PIA
157
Pinion Investment Advisors
Kansas
$240K
AWS
158
Alliance Wealth Strategies
Virginia
$237K
DIA
159
Dana Investment Advisors
Wisconsin
$234K +$224K +9,156 New
TCM
160
Tradewinds Capital Management
Washington
$227K +$74 +3 +0%
AF
161
Allworth Financial
California
$215K +$3.36K +137 +2%
MWM
162
Modern Wealth Management
Kansas
$213K +$204K +8,340 New
CWS
163
Confluence Wealth Services
Pennsylvania
$213K +$204K +8,333 New
IA
164
IFP Advisors
Florida
$208K +$46.3K +1,890 +30%
HI
165
Hudock Inc
Pennsylvania
$207K +$199K +8,101 New
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$207K +$198K +8,091 New
US Bancorp
167
US Bancorp
Minnesota
$206K +$3.11K +127 +2%
LWM
168
Lakeridge Wealth Management
Ohio
$204K +$196K +8,003 New
KWM
169
Kingsview Wealth Management
Oregon
$202K +$194K +7,899 New
FC
170
Financial Consulate
Maryland
$200K +$3.58K +146 +2%
GEA
171
Glen Eagle Advisors
New Jersey
$158K +$2.33K +95 +2%
FCT
172
First Community Trust
Iowa
$120K
FCAS
173
First Command Advisory Services
Texas
$113K
PTC
174
Private Trust Company
Ohio
$101K +$77.8K +3,174 +398%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$83.8K +$34.2K +1,396 +74%