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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.29M +$133K +8,641 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.29M +$181K +11,768 +17%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.28M +$1.23M +80,205 New
Integrated Wealth Concepts
29
Integrated Wealth Concepts
Massachusetts
$1.23M -$311K -20,283 -21%
Formidable Asset Management
30
Formidable Asset Management
Ohio
$1.13M +$218K +14,196 +22%
First Trust Advisors
31
First Trust Advisors
Illinois
$975K -$663K -43,191 -41%
WCM
32
Winebrenner Capital Management
Kentucky
$908K +$246K +16,000 +39%
Bramshill Investments
33
Bramshill Investments
Florida
$817K +$9.08K +591 +1%
Evolve Private Wealth
34
Evolve Private Wealth
California
$814K -$737K -47,980 -48%
&Partners
35
&Partners
Tennessee
$786K +$22.3K +1,450 +3%
CoreCap Advisors
36
CoreCap Advisors
Michigan
$767K +$330K +21,482 +81%
MC
37
Mathes Company
New York
$733K -$342K -22,250 -33%
TCM
38
Triumph Capital Management
Colorado
$692K +$667K +43,443 New
Summit Financial
39
Summit Financial
New Jersey
$675K +$651K +42,396 New
TD Capital Management
40
TD Capital Management
Tennessee
$597K +$27.7K +1,804 +5%
Mount Yale Investment Advisors
41
Mount Yale Investment Advisors
Colorado
$571K -$35.3K -2,300 -6%
Vestmark Advisory Solutions
42
Vestmark Advisory Solutions
Massachusetts
$571K -$35.3K -2,300 -6%
Amplius Wealth Advisors
43
Amplius Wealth Advisors
Pennsylvania
$562K -$5.08K -331 -0.9%
Corient Private Wealth
44
Corient Private Wealth
Florida
$552K +$101K +6,592 +23%
JPLA
45
Joseph P. Lucia & Associates
New York
$534K +$4.15K +270 +0.8%
Armis Advisers
46
Armis Advisers
Georgia
$529K +$7.72K +503 +2%
OFO
47
OneAscent Family Office
Alabama
$498K +$480K +31,259 New
HighTower Advisors
48
HighTower Advisors
Illinois
$465K +$189K +12,299 +73%
Kingswood Wealth Advisors
49
Kingswood Wealth Advisors
California
$455K +$54.3K +3,537 +14%
Quantinno Capital Management
50
Quantinno Capital Management
New York
$430K -$219K -14,232 -35%