We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$56 +$23 +1 +50%
HNB
202
Huntington National Bank
Ohio
$22 – – –
PCM
203
Penserra Capital Management
California
– -$7.58M -325,215 Closed
SFS
204
Shaker Financial Services
Virginia
– -$3.83M -164,389 Closed
JWCA
205
J.W. Cole Advisors
Florida
– -$786K -33,704 Closed
SWM
206
Segment Wealth Management
Texas
– -$452K -19,383 Closed
TIAA Trust, National Association
207
TIAA Trust, National Association
North Carolina
– -$239K -10,264 Closed
PIWA
208
Prevail Innovative Wealth Advisors
Kansas
– -$230K -9,846 Closed
AIS
209
Accredited Investor Services
Minnesota
– -$221K -9,478 Closed
DIA
210
Dana Investment Advisors
Wisconsin
– -$212K -9,103 Closed
MCA
211
MSH Capital Advisors
Arizona
– -$206K -8,824 Closed
CF
212
Centaurus Financial
California
– -$119K -5,119 Closed
AAP
213
Arax Advisory Partners
Colorado
– -$22.6K -970 Closed
CTC
214
Central Trust Company
Missouri
– -$10K -430 Closed
BWAM
215
Boyd Watterson Asset Management
Ohio
– -$7K -300 Closed
CTWM
216
Cherry Tree Wealth Management
Minnesota
– -$5.88K -252 Closed
WWA
217
Wealth Watch Advisors
Colorado
– -$93 -4 Closed
DT
218
DV Trading
Illinois
– -$47 -2 Closed
EP
219
Essential Partners
California
– -$47 -2 Closed