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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LI
176
LRI Investments
Florida
$80.9K +$1.42K +58 +2%
BWS
177
Buck Wealth Strategies
Colorado
$77.6K +$74.4K +3,036 New
SNBOSD
178
Security National Bank of So Dak
Iowa
$68.7K +$65.9K +2,687 New
B
179
Bayban
Minnesota
$62.2K – – –
AssetMark Inc
180
AssetMark Inc
California
$52.1K – – –
AIC
181
Archer Investment Corporation
Indiana
$48.3K – – –
JWM
182
JPL Wealth Management
Colorado
$37.6K +$36.1K +1,472 New
HIMS
183
Hager Investment Management Services
New Hampshire
$36.9K +$35.4K +1,445 New
S
184
SignatureFD
Georgia
$36.8K +$35.3K +1,440 New
RIL
185
Rothschild Investment LLC
Illinois
$36.2K +$637 +26 +2%
FFA
186
Farther Finance Advisors
California
$35.5K – – –
WA
187
Westfuller Advisors
New York
$34.6K +$637 +26 +2%
TCOV
188
Trust Company of Vermont
Vermont
$30.7K +$29.5K +1,203 New
AUB
189
Atlantic Union Bankshares
Virginia
$30K – – –
IFWM
190
Institute for Wealth Management
Colorado
$28.6K +$27.4K +1,119 New
AP
191
Atwood & Palmer
Missouri
$27K – – –
MEG
192
Millstone Evans Group
Colorado
$26.5K +$466 +19 +2%
AAP
193
Arax Advisory Partners
Colorado
$24.8K +$23.8K +970 New
CT
194
Caldwell Trust
Florida
$24.6K -$23.6K -963 -50%
BlackRock
195
BlackRock
New York
$24.6K +$18.8K +766 +389%
LFG
196
Larson Financial Group
Missouri
$22.6K -$8.21K -335 -27%
NF
197
Napier Financial
Massachusetts
$17.1K +$16.4K +669 New
DF
198
Dunhill Financial
United Kingdom
$16.5K +$294 +12 +2%
CFD
199
Creative Financial Designs
Indiana
$16.5K +$15.7K +642 +21,400%
BSB
200
Bangor Savings Bank
Maine
$16.2K – – –