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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SS
151
Sunbelt Securities
Texas
$52K
PMFA
152
Plante Moran Financial Advisors
Michigan
$42.1K
RIL
153
Rothschild Investment LLC
Illinois
$42K +$3.82K +179 +9%
AIC
154
Archer Investment Corporation
Indiana
$38.2K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$32K +$22.7K +1,064 +204%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$31.2K +$32.6K +1,527 New
FFA
157
Farther Finance Advisors
California
$28.3K
MEG
158
Millstone Evans Group
Colorado
$21.7K +$22.9K +1,074 New
AP
159
Atwood & Palmer
Missouri
$21.4K
SSB
160
Sandy Spring Bank
Maryland
$19.7K
IA
161
IFP Advisors
Florida
$18.6K
PTC
162
Private Trust Company
Ohio
$14.7K +$1.32K +62 +9%
KSWA
163
Kathleen S. Wright Associates
Pennsylvania
$13.4K
BSB
164
Bangor Savings Bank
Maine
$12.8K
SIS
165
Sound Income Strategies
Florida
$12.4K
MG
166
Mather Group
Illinois
$10.7K
AssetMark Inc
167
AssetMark Inc
California
$8.81K +$7.77K +364 +506%
LFG
168
Larson Financial Group
Missouri
$7.11K -$1.13K -53 -13%
HNB
169
Hilltop National Bank
Wyoming
$6.4K
CA
170
CoreCap Advisors
Michigan
$6.34K
SA
171
SRH Advisors
Kansas
$6.32K
BWAM
172
Boyd Watterson Asset Management
Ohio
$6.06K
RDIA
173
RE Dickinson Investment Advisors
Iowa
$5.8K
CTWM
174
Cherry Tree Wealth Management
Minnesota
$5.09K
CFD
175
Creative Financial Designs
Indiana
$4.28K -$6.32K -296 -58%