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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LI
151
LRI Investments
Florida
$63.6K +$1.26K +64 +2%
FFO
152
Fortitude Family Office
Arizona
$63K +$57.2K +2,900 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$62K +$8.24K +418 +17%
SIS
154
Sound Income Strategies
Florida
$56.8K +$39.4K +2,000 +325%
UB
155
UMB Bank
Missouri
$53.4K +$1.06K +54 +2%
SS
156
Sunbelt Securities
Texas
$51.8K +$217 +11 +0.4%
RIL
157
Rothschild Investment LLC
Illinois
$46K +$907 +46 +2%
AIC
158
Archer Investment Corporation
Indiana
$41K
WA
159
WPG Advisers
Maryland
$37.5K -$11.1K -561 -25%
IA
160
IFP Advisors
Florida
$35.2K +$13.8K +700 +76%
FFA
161
Farther Finance Advisors
California
$30.4K
AP
162
Atwood & Palmer
Missouri
$22.9K
SRCM
163
Signature Resources Capital Management
California
$22.9K +$20.8K +1,055 New
CTC
164
Central Trust Company
Missouri
$21.7K +$19.7K +1,000 New
GIM
165
Glenmede Investment Management
Pennsylvania
$21.7K +$19.7K +1,000 New
MEG
166
Millstone Evans Group
Colorado
$21.2K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$21.2K +$19.2K +975 +97,500%
AUB
168
Atlantic Union Bankshares
Virginia
$21.2K +$19.2K +975 New
PTC
169
Private Trust Company
Ohio
$16.4K +$315 +16 +2%
KSWA
170
Kathleen S. Wright Associates
Pennsylvania
$14.4K
BSB
171
Bangor Savings Bank
Maine
$13.7K
AAG
172
Armstrong Advisory Group
Massachusetts
$10.9K +$9.86K +500 New
AssetMark Inc
173
AssetMark Inc
California
$9.47K -$11.2K -567 -57%
LFG
174
Larson Financial Group
Missouri
$7.64K
HNB
175
Hilltop National Bank
Wyoming
$6.88K +$6.25K +317 New