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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$298K
CP
52
Camelot Portfolios
Ohio
$280K -$80.4K -5,000 -21%
ERIC
53
Eagle Rock Investment Company
Georgia
$271K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$260K +$32.2K +2,000 +13%
JPLA
55
Joseph P. Lucia & Associates
New York
$255K +$271K +16,845 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$252K
P
57
&Partners
Tennessee
$238K +$69.1K +4,300 +39%
Citadel Advisors
58
Citadel Advisors
Florida
$221K +$235K +14,611 New
Corient Private Wealth
59
Corient Private Wealth
Florida
$217K -$65.6K -4,079 -22%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$214K -$65.8K -4,092 -22%
AWM
61
Avior Wealth Management
Nebraska
$193K -$74K -4,600 -27%
BMO
62
Beck Mack & Oliver
New York
$189K +$201K +12,500 New
Walleye Capital
63
Walleye Capital
New York
$189K -$28.2K -1,753 -12%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$186K -$484K -30,085 -71%
CSP
65
Cary Street Partners
Virginia
$186K +$198K +12,299 New
JSW
66
Journey Strategic Wealth
New Jersey
$167K -$161K -10,000 -48%
SPIA
67
Steward Partners Investment Advisory
New York
$163K -$1.59K -99 -0.9%
EC
68
Elequin Capital
New York
$162K +$172K +10,713 New
PAG
69
Private Advisor Group
New Jersey
$158K +$168K +10,452 New
CCB
70
Cutter & Co Brokerage
Missouri
$158K +$167K +10,411 New
Comerica Bank
71
Comerica Bank
Texas
$153K +$34.7K +2,157 +27%
HIP
72
HUB Investment Partners
Texas
$152K
CA
73
CoreCap Advisors
Michigan
$136K -$57.9K -3,600 -29%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$112K +$119K +7,382 New
BlackRock
75
BlackRock
New York
$75.8K -$13.5K -841 -14%