We are live on ! Find out more
PEO

Adams Natural Resources Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$316K +$791 +43 +0.3%
GFM
27
Gramercy Funds Management
Connecticut
$312K
Ameriprise
28
Ameriprise
Minnesota
$312K +$296K +16,109 New
Creative Planning
29
Creative Planning
Kansas
$271K +$3.46K +188 +1%
SI
30
SII Investments
Wisconsin
$264K
CAN
31
Cetera Advisor Networks
California
$257K +$4.34K +236 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$241K +$9.31K +506 +4%
AG
33
Advisor Group
Arizona
$240K +$230K +12,482 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$210K +$52.6K +2,856 +36%
VC
35
Vicus Capital
Pennsylvania
$203K -$57.4K -3,119 -23%
GWM
36
Geneos Wealth Management
Colorado
$199K +$9.57K +520 +5%
DADC
37
D.A. Davidson & Co
Montana
$195K +$34.9K +1,895 +23%
KLI
38
Kelman-Lazarov Inc
Tennessee
$150K -$209K -11,344 -59%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$124K -$7.1K -386 -6%
MFBTD
40
MB Financial Bank - Trust Department
Illinois
$99K
S
41
SignatureFD
Georgia
$72K
CTB
42
Country Trust Bank
Illinois
$62K -$5.36K -291 -8%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$19K -$5.71K -310 -24%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$19K
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$17K
CFA
46
Carroll Financial Associates
North Carolina
$16K
FNBT
47
FineMark National Bank & Trust
Florida
$16K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$14K
JP Morgan Chase
49
JP Morgan Chase
New York
$14K
IA
50
IFP Advisors
Florida
$13K +$12.4K +676 New