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BCV
Bancroft Fund
BCV
BCV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $347K | -$32K | -1,397 | -8% |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| $328K | -$286K | -12,467 | -45% |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $327K | -$32.1K | -1,400 | -8% |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| $303K | – | – | – |
|
|
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| $294K | +$313K | +13,638 | New |
|
|
CIA
31
Concurrent Investment Advisors
Tampa,
Florida
| $274K | +$291K | +12,705 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $198K | +$68.8K | +3,000 | +48% |
|
|
CT
33
Caldwell Trust
Venice,
Florida
| $53.4K | – | – | – |
|
|
AF
34
Allworth Financial
Folsom,
California
| $21.5K | – | – | – |
|
|
AA
35
Ancora Advisors
Cleveland,
Ohio
| $21.5K | – | – | – |
|
|
NWMP
36
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $21.5K | – | – | – |
|
|
LI
37
LRI Investments
Palm Beach Gardens,
Florida
| $6.66K | – | – | – |
|
38
AssetMark Inc
Concord,
California
| $6.25K | +$6.65K | +290 | New |
|