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BlackRock Technology and Private Equity Term Trust
BTX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
USD 1.1 M +USD 1.02 M +122,256 Nuevas
Osaic Holdings
27
Osaic Holdings
Arizona
USD 1.05 M +USD 392 k +47,154 +68%
Stifel Financial
28
Stifel Financial
Missouri
USD 958 k +USD 359 k +43,185 +69%
HighTower Advisors
29
HighTower Advisors
Illinois
USD 868 k -USD 64.1 k -7,720 -7%
Sanctuary Advisors
30
Sanctuary Advisors
Indiana
USD 834 k -USD 6.87 k -827 -0.9%
SHP Wealth Management
31
SHP Wealth Management
Massachusetts
USD 810 k +USD 745 k +89,671 Nuevas
Cohen & Steers
32
Cohen & Steers
New York
USD 722 k +USD 665 k +80,000 Nuevas
Chapin Davis
33
Chapin Davis
Maryland
USD 701 k +USD 25.2 k +3,028 +4%
Choreo LLC
34
Choreo LLC
Illinois
USD 559 k +USD 12.7 k +1,533 +3%
First Trust Advisors
35
First Trust Advisors
Illinois
USD 544 k +USD 500 k +60,189 Nuevas
Wedbush Securities
36
Wedbush Securities
California
USD 512 k -USD 45.1 k -5,425 -9%
SeaCrest Wealth Management
37
SeaCrest Wealth Management
New York
USD 471 k -USD 66.3 k -7,976 -13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
USD 464 k +USD 427 k +51,390 Nuevas
Concurrent Investment Advisors
39
Concurrent Investment Advisors
Florida
USD 454 k -USD 9.8 k -1,175 -2%
Global Retirement Partners
40
Global Retirement Partners
California
USD 426 k +USD 392 k +47,224 Nuevas
Westbourne Investments
41
Westbourne Investments
Virginia
USD 387 k +USD 356 k +42,900 Nuevas
Indivisible Partners
42
Indivisible Partners
Florida
USD 376 k -USD 33.4 k -4,022 -9%
Prevail Innovative Wealth Advisors
43
Prevail Innovative Wealth Advisors
Kansas
USD 367 k +USD 338 k +40,697 Nuevas
Wells Fargo
44
Wells Fargo
California
USD 343 k +USD 111 k +13,326 +54%
Closed-End Fund Advisors
45
Closed-End Fund Advisors
Virginia
USD 329 k +USD 120 k +14,455 +66%
XTX Topco
46
XTX Topco
Cayman Islands
USD 319 k +USD 83 +10 +0%
Merit Financial Group
47
Merit Financial Group
Georgia
USD 318 k +USD 8.65 k +1,041 +3%
Central Trust Company
48
Central Trust Company
Missouri
USD 318 k – – –
Virtus Investment Advisers
49
Virtus Investment Advisers
Connecticut
USD 314 k -USD 412 k -49,545 -59%
MGO One Seven
50
MGO One Seven
Ohio
USD 310 k +USD 285 k +34,276 Nuevas
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