We are live on ! Find out more
PEO

Adams Natural Resources Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$295K +$15.2K +742 +5%
SWM
52
SeaCrest Wealth Management
New York
$291K
CAN
53
Cetera Advisor Networks
California
$260K +$43.6K +2,130 +19%
Vanguard Capital Wealth Advisors
54
Vanguard Capital Wealth Advisors
Colorado
$258K +$7.1K +347 +3%
PAS
55
Park Avenue Securities
New York
$228K +$236K +11,510 New
Osaic Holdings
56
Osaic Holdings
Arizona
$228K -$31.2K -1,526 -12%
CWM
57
Compass Wealth Management
Connecticut
$227K
JP Morgan Chase
58
JP Morgan Chase
New York
$151K +$83.9K +4,097 +117%
LWCFA
59
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$125K +$6.43K +314 +5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$105K +$3.36K +164 +3%
VWM
62
Venturi Wealth Management
Texas
$51.6K +$35.4K +1,731 +200%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$46K
EWA
64
EverSource Wealth Advisors
Alabama
$42K
ZA
65
Zazove Associates
Nevada
$37K +$38.3K +1,871 New
GWM
66
Geneos Wealth Management
Colorado
$31.5K
Comerica Bank
67
Comerica Bank
Texas
$27.4K +$4.24K +207 +18%
NS
68
NBC Securities
Alabama
$21K +$1.08K +53 +5%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$19.5K -$105K -5,137 -84%
DAM
70
Delta Asset Management
Tennessee
$19.3K +$19.9K +971 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$14.1K
ASN
72
Advisory Services Network
Georgia
$12.4K +$12.8K +625 New
CFD
73
Creative Financial Designs
Indiana
$12.4K -$4.26K -208 -25%
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K -$225K -11,008 -95%
Bessemer Group
75
Bessemer Group
New Jersey
$8K +$8.66K +423 New