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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
$284K
CA
52
Calton & Associates
Florida
$282K -$93.1K -6,096 -24%
CP
53
Camelot Portfolios
Ohio
$281K +$15.3K +1,000 +5%
ERIC
54
Eagle Rock Investment Company
Georgia
$258K
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$240K
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$233K +$248K +16,213 New
P
57
&Partners
Tennessee
$233K +$12.3K +808 +5%
IAS
58
Insigneo Advisory Services
Florida
$225K +$239K +15,619 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$218K -$30.6K -2,000 -12%
CA
60
CoreCap Advisors
Michigan
$216K +$91.7K +6,000 +67%
Corient Private Wealth
61
Corient Private Wealth
Florida
$215K +$8.56K +560 +4%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$204K
CW
63
CreativeOne Wealth
Kansas
$198K -$136K -8,894 -39%
WS
64
Wedbush Securities
California
$183K +$194K +12,708 New
HighTower Advisors
65
HighTower Advisors
Illinois
$179K +$189K +12,399 New
CSP
66
Cary Street Partners
Virginia
$177K
Citadel Advisors
67
Citadel Advisors
Florida
$163K -$50.1K -3,280 -22%
JSW
68
Journey Strategic Wealth
New Jersey
$158K
Comerica Bank
69
Comerica Bank
Texas
$156K +$10.4K +679 +7%
PAG
70
Private Advisor Group
New Jersey
$153K +$2.29K +150 +1%
HIP
71
HUB Investment Partners
Texas
$151K +$6.94K +454 +5%
SPIA
72
Steward Partners Investment Advisory
New York
$141K -$14.8K -971 -9%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$86.3K -$96.3K -6,306 -51%
AssetMark Inc
74
AssetMark Inc
California
$76.1K +$76.4K +5,000 +1,748%
SWA
75
SOA Wealth Advisors
New York
$75.1K +$1.15M +75,069 New