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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$1.28M +$14.6K +1,003 +1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.2M -$23.8K -1,628 -2%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.14M +$204K +14,000 +23%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$1.02M +69,700 +8,947%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$949K -$1.98M -135,481 -68%
OC
31
Oppenheimer & Co
New York
$899K -$36K -2,463 -4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$887K +$175K +11,948 +26%
PIA
33
Perennial Investment Advisors
California
$812K +$90K +6,163 +13%
WCM
34
Winebrenner Capital Management
Kentucky
$681K
AA
35
Armis Advisers
Georgia
$655K +$258K +17,657 +69%
Cerity Partners
36
Cerity Partners
New York
$633K
JPLA
37
Joseph P. Lucia & Associates
New York
$501K +$131K +8,972 +37%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$463K +$22.9K +1,571 +5%
TCM
39
TD Capital Management
Tennessee
$459K +$443K +30,308 New
BlackRock
40
BlackRock
New York
$440K +$84.7K +5,801 +25%
QCM
41
Quantinno Capital Management
New York
$428K +$413K +28,268 New
Corient Private Wealth
42
Corient Private Wealth
Florida
$425K +$192K +13,160 +88%
KWA
43
Kingswood Wealth Advisors
California
$400K -$48.9K -3,345 -11%
Truist Financial
44
Truist Financial
North Carolina
$358K -$102K -6,984 -23%
CA
45
CoreCap Advisors
Michigan
$348K +$117K +8,000 +53%
CA
46
Calton & Associates
Florida
$303K +$6.21K +425 +2%
CP
47
Camelot Portfolios
Ohio
$295K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$285K -$12.4K -847 -4%
CPRC
49
Consolidated Portfolio Review Corp
New York
$280K -$150K -10,298 -36%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$275K +$266K +18,192 New