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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.09M +$168K +11,201 +18%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.07M +$929K +62,080 +612%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$2.74K -183 -0.3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1M +$135K +9,025 +15%
PIA
30
Perennial Investment Advisors
California
$811K +$18.1K +1,211 +2%
PI
31
PFG Investments
New York
$750K +$759K +50,728 New
OC
32
Oppenheimer & Co
New York
$696K -$185K -12,343 -21%
WCM
33
Winebrenner Capital Management
Kentucky
$680K +$15K +1,000 +2%
Cerity Partners
34
Cerity Partners
New York
$619K
AA
35
Armis Advisers
Georgia
$611K -$23.5K -1,570 -4%
MYIA
36
Mount Yale Investment Advisors
Colorado
$606K +$613K +41,000 New
JPLA
37
Joseph P. Lucia & Associates
New York
$511K +$22.6K +1,513 +5%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$476K +$24K +1,601 +5%
QCM
39
Quantinno Capital Management
New York
$474K +$56.2K +3,755 +13%
TCM
40
TD Capital Management
Tennessee
$473K +$25.4K +1,699 +6%
Corient Private Wealth
41
Corient Private Wealth
Florida
$415K
CA
42
CoreCap Advisors
Michigan
$394K +$54.5K +3,646 +16%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$375K +$97.4K +6,508 +35%
OFO
44
OneAscent Family Office
Alabama
$370K +$374K +25,000 New
KWA
45
Kingswood Wealth Advisors
California
$341K -$49.6K -3,317 -13%
Truist Financial
46
Truist Financial
North Carolina
$320K -$30K -2,007 -8%
CP
47
Camelot Portfolios
Ohio
$288K
CA
48
Calton & Associates
Florida
$272K -$25.1K -1,676 -8%
SWM
49
SeaCrest Wealth Management
New York
$268K +$105K +7,029 +64%
ERIC
50
Eagle Rock Investment Company
Georgia
$265K