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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$1.2M +$14.7K +960 +1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.17M +$544K +35,582 +78%
OC
28
Oppenheimer & Co
New York
$891K +$68.3K +4,471 +8%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$878K +$382K +25,005 +69%
FA
30
Fountainhead AM
New Jersey
$814K +$50.8K +3,322 +6%
Ameriprise
31
Ameriprise
Minnesota
$704K +$66.6K +4,361 +10%
RAM
32
Readystate Asset Management
Illinois
$684K -$549K -35,961 -43%
PIA
33
Perennial Investment Advisors
California
$684K +$169K +11,064 +30%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$672K +$112K +7,338 +19%
IC
35
IEQ Capital
California
$652K +$692K +45,308 New
WCM
36
Winebrenner Capital Management
Kentucky
$648K
TCA
37
Transcend Capital Advisors
New Jersey
$642K +$132K +8,654 +24%
Cerity Partners
38
Cerity Partners
New York
$602K +$28K +1,832 +5%
EC
39
Elequin Capital
New York
$496K +$363K +23,751 +222%
IWC
40
Integrated Wealth Concepts
Massachusetts
$490K +$137K +8,950 +36%
Truist Financial
41
Truist Financial
North Carolina
$441K +$145K +9,466 +45%
SFS
42
Shaker Financial Services
Virginia
$435K +$71.8K +4,699 +18%
KWA
43
Kingswood Wealth Advisors
California
$428K -$145K -9,472 -24%
Walleye Capital
44
Walleye Capital
New York
$421K +$256K +16,773 +134%
AWA
45
Amplius Wealth Advisors
Pennsylvania
$418K +$22.8K +1,492 +5%
CPRC
46
Consolidated Portfolio Review Corp
New York
$414K -$101K -6,579 -19%
AA
47
Armis Advisers
Georgia
$366K +$389K +25,445 New
JPLA
48
Joseph P. Lucia & Associates
New York
$347K +$111K +7,249 +43%
BlackRock
49
BlackRock
New York
$335K +$279K +18,254 +365%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$309K -$415K -27,160 -56%