We are live on ! Find out more
PEO

Adams Natural Resources Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Compass Wealth Management
Connecticut
$255K
CAN
52
Cetera Advisor Networks
California
$244K +$20K +922 +9%
Creative Planning
53
Creative Planning
Kansas
$210K +$204K +9,425 New
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K -$24.8K -1,144 -14%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$136K +$112K +5,183 +553%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$133K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$114K -$67.6K -3,119 -38%
JP Morgan Chase
58
JP Morgan Chase
New York
$77.7K -$407K -18,769 -84%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$52K
EWA
60
EverSource Wealth Advisors
Alabama
$47.1K
GWM
61
Geneos Wealth Management
Colorado
$35.3K
Citadel Advisors
62
Citadel Advisors
Florida
$28.2K +$27.5K +1,269 New
Comerica Bank
63
Comerica Bank
Texas
$26.1K +$25.4K +1,174 New
NS
64
NBC Securities
Alabama
$22K +$22.3K +1,031 New
AA
65
Ancora Advisors
Ohio
$19.5K
VWM
66
Venturi Wealth Management
Texas
$19.3K
CFD
67
Creative Financial Designs
Indiana
$18.5K -$4.48K -207 -20%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$15.8K
GI
69
Gradient Investments
Minnesota
$13.9K +$13.5K +624 New
IPW
70
Impact Partnership Wealth
Georgia
$11.9K
NA
71
NewEdge Advisors
Louisiana
$4.06K
SFA
72
Semmax Financial Advisors
North Carolina
$1.11K +$1.17K +54 New
FWM
73
Focused Wealth Management
New York
$105
RL
74
RPO LLC
Connecticut
-$730K -36,429 Closed
LCM
75
Landscape Capital Management
New Jersey
-$490K -24,487 Closed