We are live on ! Find out more
PEO

Adams Natural Resources Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Concert Wealth Management
California
$488K +$23K +873 +5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$433K +$17.4K +661 +4%
PP
28
Paloma Partners
Connecticut
$388K +$388K +14,715 New
LCM
29
Landscape Capital Management
New Jersey
$329K +$329K +12,487 New
EWM
30
Empirical Wealth Management
Washington
$315K
SI
31
SII Investments
Wisconsin
$313K +$313K +11,892 New
VKH
32
Virtu KCG Holdings
New York
$311K +$34.1K +1,293 +12%
SIC
33
Salem Investment Counselors
North Carolina
$304K
VC
34
Vicus Capital
Pennsylvania
$303K +$5.09K +193 +2%
Northern Trust
35
Northern Trust
Illinois
$274K +$274K +10,395 New
VFAM
36
Valley Forge Asset Management
Pennsylvania
$267K -$2.85K -108 -1%
EAM
37
Evanson Asset Management
California
$255K +$255K +9,677 New
Creative Planning
38
Creative Planning
Kansas
$240K +$116K +4,413 +94%
SB
39
Suntrust Banks
Georgia
$230K +$231K +8,778 New
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$223K +$26K +986 +13%
CIA
41
Capital Investment Advisors
Georgia
$216K +$216K +8,207 New
DADC
42
D.A. Davidson & Co
Montana
$212K +$1.24K +47 +0.6%
LJAC
43
L.J. Altfest & Co
New York
$203K +$203K +7,693 New
BRWA
44
B. Riley Wealth Advisors
Florida
$179K -$77.8K -2,952 -30%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$140K +$18.8K +714 +15%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$112K -$24.9K -943 -18%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$36K +$36K +1,364 New
MFS
48
MSI Financial Services
Massachusetts
$28K +$1.29K +49 +5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$26K
FNBT
50
FineMark National Bank & Trust
Florida
$22K