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Harold Blaine Miller

@Concourse Financial Group Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.681BTotal holdings22037
Assets growth rate5.22%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Concourse Financial Group Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 22037 positions.

Assets under management

The assets under management (AUM) of Concourse Financial Group Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.681B in assets, with a quarterly growth rate of 5.22% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Harold Blaine Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FPIFarmland Partners Inc
Recent Activity
New Position
0.02%
$182,864
17,499 shares@ $10.45 avg price
BLBDBlue Bird Corp
Recent Activity
New Position
0.02%
$181,816
3,791 shares@ $47.96 avg price
NFGNational Fuel Gas Co N J
Recent Activity
New Position
0.02%
$181,174
2,964 shares@ $61.13 avg price
AGROAdecoagro S A
Recent Activity
New Position
0.02%
$173,920
15,711 shares@ $11.07 avg price
FSCSFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.01%
$165,381
4,689 shares@ $35.27 avg price
PDDPinduoduo Inc
Recent Activity
New Position
0.01%
$140,202
1,040 shares@ $134.81 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$126,115
6,167 shares@ $20.45 avg price
EARNEllington Residential Mtg Re
Recent Activity
New Position
0.01%
$124,962
17,700 shares@ $7.06 avg price
CALMCal Maine Foods Inc
Recent Activity
New Position
0.01%
$109,116
1,458 shares@ $74.84 avg price
KTKt Corp
Recent Activity
New Position
0.01%
$99,431
6,465 shares@ $15.38 avg price