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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$419K +$238K +15,486 +143%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$390K
PCG
53
Prosperity Consulting Group
Maryland
$385K
NP
54
NorthRock Partners
Minnesota
$322K -$16K -1,045 -5%
NA
55
NewEdge Advisors
Louisiana
$316K +$33.7K +2,192 +12%
Truist Financial
56
Truist Financial
North Carolina
$315K +$303K +19,761 New
OC
57
Oppenheimer & Co
New York
$311K -$6.3K -410 -2%
Citadel Advisors
58
Citadel Advisors
Florida
$309K -$1.09M -70,731 -78%
SWM
59
SeaCrest Wealth Management
New York
$288K +$40.1K +2,613 +17%
WS
60
Wedbush Securities
California
$288K +$3.79K +247 +1%
ERIC
61
Eagle Rock Investment Company
Georgia
$285K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$265K -$256K -16,650 -50%
TSS
63
Two Sigma Securities
New York
$242K +$233K +15,194 New
IAS
64
Insigneo Advisory Services
Florida
$230K
ASG
65
Advisory Solutions Group
Minnesota
$213K +$205K +13,371 New
CWS
66
Confluence Wealth Services
Pennsylvania
$213K +$205K +13,371 New
SA
67
Sovran Advisors
California
$205K
SG
68
StoneX Group
New York
$202K +$195K +12,700 New
FWP
69
Firethorn Wealth Partners
Georgia
$200K +$193K +12,558 New
Millennium Management
70
Millennium Management
New York
$195K -$106K -6,933 -36%
PAG
71
Private Advisor Group
New Jersey
$194K +$23K +1,500 +14%
XT
72
XTX Topco
Cayman Islands
$191K +$184K +12,009 New
Creative Planning
73
Creative Planning
Kansas
$186K -$47.7K -3,109 -21%
CA
74
Calton & Associates
Florida
$182K +$5.73K +373 +3%
Mariner
75
Mariner
Kansas
$167K +$161K +10,464 New