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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
51
Insigneo Advisory Services
Florida
$257K +$29.9K +2,000 +13%
PCG
52
Prosperity Consulting Group
Maryland
$250K +$253K +16,906 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$246K
WS
54
Wedbush Securities
California
$240K +$55.4K +3,700 +30%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$240K
P
56
&Partners
Tennessee
$238K +$3.49K +233 +1%
NA
57
NewEdge Advisors
Louisiana
$238K +$10.8K +724 +5%
HighTower Advisors
58
HighTower Advisors
Illinois
$232K +$42.9K +2,868 +22%
BCM
59
Boreal Capital Management
Florida
$232K
SFS
60
Shaker Financial Services
Virginia
$229K +$232K +15,500 New
Lido Advisors
61
Lido Advisors
California
$199K +$201K +13,446 New
CPRC
62
Consolidated Portfolio Review Corp
New York
$188K -$86.5K -5,780 -31%
CSP
63
Cary Street Partners
Virginia
$182K
CL
64
Choreo LLC
Illinois
$179K +$181K +12,132 New
ASN
65
Advisory Services Network
Georgia
$172K +$3.38K +226 +2%
Mariner
66
Mariner
Kansas
$168K +$170K +11,353 New
Creative Planning
67
Creative Planning
Kansas
$165K +$167K +11,183 New
PAG
68
Private Advisor Group
New Jersey
$164K +$7.24K +484 +5%
Comerica Bank
69
Comerica Bank
Texas
$163K +$1.36K +91 +0.8%
BRWA
70
B. Riley Wealth Advisors
Florida
$151K +$153K +10,199 New
HIP
71
HUB Investment Partners
Texas
$148K
JSW
72
Journey Strategic Wealth
New Jersey
$148K
BlackRock
73
BlackRock
New York
$134K -$299K -20,007 -69%
SPIA
74
Steward Partners Investment Advisory
New York
$113K +$13.3K +888 +13%
BBHC
75
Brown Brothers Harriman & Co
New York
$81.3K +$67.3K +4,500 +450%