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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
151
First Command Advisory Services
Texas
$98.6K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$80K +$16.9K +773 +27%
SA
153
Scarborough Advisors
Maryland
$75K +$1.51K +69 +2%
LI
154
LRI Investments
Florida
$66.7K +$1.31K +60 +2%
UB
155
UMB Bank
Missouri
$54.9K
RIL
156
Rothschild Investment LLC
Illinois
$48.3K +$961 +44 +2%
IA
157
IFP Advisors
Florida
$44.1K +$7.82K +358 +22%
AIC
158
Archer Investment Corporation
Indiana
$42.1K
WA
159
WPG Advisers
Maryland
$33.5K -$4.96K -227 -13%
FFA
160
Farther Finance Advisors
California
$31.2K
WA
161
Westfuller Advisors
New York
$28.5K +$27.9K +1,276 New
AUB
162
Atlantic Union Bankshares
Virginia
$26.2K +$4.37K +200 +21%
AP
163
Atwood & Palmer
Missouri
$23.6K
MEG
164
Millstone Evans Group
Colorado
$22.2K +$437 +20 +2%
AAP
165
Arax Advisory Partners
Colorado
$21.6K +$21.2K +970 New
PTC
166
Private Trust Company
Ohio
$17.2K +$284 +13 +2%
KSWA
167
Kathleen S. Wright Associates
Pennsylvania
$14.8K
BSB
168
Bangor Savings Bank
Maine
$14.1K
SIS
169
Sound Income Strategies
Florida
$13.9K -$43.7K -2,000 -76%
HWP
170
Highline Wealth Partners
California
$12.3K +$12K +550 New
MG
171
Mather Group
Illinois
$11.9K +$11.6K +532 New
AAG
172
Armstrong Advisory Group
Massachusetts
$11.2K
AssetMark Inc
173
AssetMark Inc
California
$9.72K
LFG
174
Larson Financial Group
Missouri
$7.85K
GWM
175
Geneos Wealth Management
Colorado
$7.78K -$360K -16,499 -98%