We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$213K -$15.8K -687 -7%
GA
152
GoalVest Advisory
New York
$206K
PIA
153
Pinion Investment Advisors
Kansas
$206K
AWS
154
Alliance Wealth Strategies
Virginia
$203K
SFA
155
Sequoia Financial Advisors
Ohio
$200K
TCM
156
Tradewinds Capital Management
Washington
$194K
AF
157
Allworth Financial
California
$181K +$3.26K +142 +2%
US Bancorp
158
US Bancorp
Minnesota
$173K +$252 +11 +0.1%
SS
159
Sunbelt Securities
Texas
$171K +$179K +7,800 New
FC
160
Financial Consulate
Maryland
$168K -$109K -4,728 -38%
IA
161
IFP Advisors
Florida
$137K +$44.2K +1,926 +44%
GEA
162
Glen Eagle Advisors
New Jersey
$134K +$27.3K +1,190 +24%
FCT
163
First Community Trust
Iowa
$102K
FCAS
164
First Command Advisory Services
Texas
$96.8K
RMC
165
Resources Management Corp
Connecticut
$89K +$92.9K +4,046 New
SA
166
Scarborough Advisors
Maryland
$76.6K +$1.61K +70 +2%
LI
167
LRI Investments
Florida
$68.1K +$1.4K +61 +2%
B
168
Bayban
Minnesota
$53.3K
AssetMark Inc
169
AssetMark Inc
California
$44.7K +$36.8K +1,604 +368%
CT
170
Caldwell Trust
Florida
$42.2K
AIC
171
Archer Investment Corporation
Indiana
$41.4K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$41.2K +$35.8K +1,559 +481%
FFA
173
Farther Finance Advisors
California
$31.4K
RIL
174
Rothschild Investment LLC
Illinois
$30.4K +$620 +27 +2%
WA
175
Westfuller Advisors
New York
$29.1K +$597 +26 +2%