ADX
Adams Diversified Equity Fund, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Blue Bell Private Wealth Management, Llc | $20.4M | 794.9K | 2.43% | -6.1% |
Arq Wealth Advisors, Llc | $9M | 348.7K | 1.07% | +4.1% |
Wealth Enhancement Advisory Services, Llc | $7.3M | 282.8K | 0.01% | +1.2% |
Hennion & Walsh Asset Management, Inc. | $7M | 271.6K | 0.20% | -1.5% |
Uncommon Cents Investing Inc | $4.6M | 179.8K | 1.01% | -0.8% |
D.A. Davidson & Co. | $3.8M | 149.0K | 0.02% | +1.9% |
General American Investors Co Inc | $3.4M | 131.1K | 0.20% | Unchanged |
Concurrent Investment Advisors, Llc | $2.8M | 110.3K | 0.02% | +27.7% |
Stolper Co | $2.7M | 106.1K | 0.70% | -1.4% |
Samalin Investment Counsel, Llc | $2.7M | 105.8K | 0.85% | +62.5% |
Providence Wealth Advisors, Llc | $2.6M | 99.0K | 1.46% | Unchanged |
Independent Financial Group, Llc | $2.2M | 85.9K | 0.04% | -33.5% |
Commonwealth Equity Services, Llc | $2.2M | 85.6K | 0.00% | +11.1% |
Pmg Family Office Llc | $2.2M | 84.3K | 2.00% | +0.2% |
Westbourne Investment Advisors, Inc. | $2.2M | 83.8K | 0.57% | Unchanged |
Delta Capital Management Llc | $1.6M | 63.8K | 0.79% | Unchanged |
Koshinski Asset Management, Inc. | $1.6M | 63.3K | 0.09% | +2.2% |
Cambridge Investment Research Advisors, Inc. | $1.3M | 48.7K | 0.00% | +7.9% |
Capital Investment Advisors, Llc | $1.2M | 47.6K | 0.02% | Unchanged |
Massmutual Private Wealth & Trust, Fsb | $1.2M | 45.8K | 0.03% | +1.9% |
Midwest Trust Co | $1.2M | 45.8K | 0.01% | +1.9% |
Avior Wealth Management, Llc | $1.1M | 44.2K | 0.03% | +9.8% |
Oppenheimer & Co Inc | $1M | 40.5K | 0.01% | +0.9% |
Rfg - Bristol Wealth Advisors, Llc | $989K | 38.5K | 0.24% | Unchanged |
Prevail Innovative Wealth Advisors, Llc | $886K | 34.0K | 0.11% | +51.6% |
Quad-Cities Investment Group, Llc | $759K | 29.6K | 0.27% | +1.9% |
Blue Trust, Inc. | $745K | 29.0K | 0.01% | +1.9% |
Creative Planning | $733K | 28.6K | 0.00% | -1.8% |
Cannon Advisors, Inc. | $732K | 28.0K | 0.42% | -1.4% |
Sage Capital Advisors,Llc | $717K | 27.9K | 0.14% | +49.3% |
Turtle Creek Wealth Advisors, Llc | $667K | 26.0K | 0.03% | Unchanged |
Lee Danner & Bass Inc | $642K | 25.0K | 0.04% | Unchanged |
West Bancorporation Inc | $548K | 21.4K | 0.21% | -56.8% |
Mezzasalma Advisors, Llc | $548K | 21.3K | 0.11% | +1.6% |
Brookstone Capital Management | $519K | 20.2K | 0.01% | +53.3% |
Kestra Private Wealth Services, Llc | $494K | 19.3K | 0.01% | +11.3% |
Minichmacgregor Wealth Management, Llc | $449K | 17.5K | 0.07% | +1.8% |
Intrua Financial, Llc | $441K | 17.2K | 0.04% | +1.3% |
Venture Visionary Partners Llc | $426K | 16.6K | 0.01% | New Position |
Park Avenue Securities Llc | $419K | 16.3K | 0.00% | +1.8% |
Hb Wealth Management, Llc | $411K | 16.0K | 0.00% | New Position |
Kestra Advisory Services, Llc | $390K | 15.2K | 0.00% | +19.1% |
Smh Capital Advisors Inc | $351K | 13.7K | 1.33% | +3.0% |
Founders Capital Management, Llc | $333K | 13.0K | 0.05% | +4.9% |
Sterling Manor Financial, Llc | $324K | 12.6K | 0.19% | +0.1% |
Truist Financial Corp | $307K | 12.0K | 0.00% | +3.8% |
Abel Hall, Llc | $288K | 11.2K | 0.05% | Unchanged |
Silverlake Wealth Management Llc | $278K | 10.8K | 0.05% | Unchanged |
Vista Investment Partners Ii, Llc | $274K | 10.7K | 0.11% | +2.9% |
Benchmark Financial Wealth Advisors, Llc | $268K | 10.4K | 0.06% | Unchanged |