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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.4M +$62.4K +4,312 +5%
EPW
27
Evolve Private Wealth
California
$1.4M +$1.43M +99,077 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.3M -$91K -6,289 -6%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.23M +$169K +11,649 +16%
MC
30
Mathes Company
New York
$1.23M -$275K -19,000 -18%
CA
31
Clearstead Advisors
Ohio
$1.2M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.13M +$45.9K +3,172 +4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.11M +$94.6K +6,539 +9%
PI
34
PFG Investments
New York
$1.07M +$362K +25,029 +49%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$995K
PIA
36
Perennial Investment Advisors
California
$952K +$179K +12,357 +23%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$946K -$11.6K -799 -1%
AC
38
Almitas Capital
California
$779K +$796K +55,000 New
OC
39
Oppenheimer & Co
New York
$721K +$56K +3,873 +8%
Cerity Partners
40
Cerity Partners
New York
$660K +$69.5K +4,800 +11%
P
41
&Partners
Tennessee
$654K +$435K +30,033 +186%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$584K +$597K +41,263 New
QCM
43
Quantinno Capital Management
New York
$565K +$114K +7,885 +25%
MG
44
Marex Group
$556K +$569K +39,300 New
MYIA
45
Mount Yale Investment Advisors
Colorado
$543K -$38.3K -2,650 -6%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$543K +$555K +38,350 New
JPLA
47
Joseph P. Lucia & Associates
New York
$528K +$39K +2,695 +8%
CEFA
48
Closed-End Fund Advisors
Virginia
$519K +$530K +36,623 New
LCM
49
Landscape Capital Management
New Jersey
$513K +$524K +36,229 New
WCM
50
Winebrenner Capital Management
Kentucky
$510K -$145K -10,000 -22%