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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Amplius Wealth Advisors
Pennsylvania
$480K +$24.6K +1,700 +5%
TCM
52
TD Capital Management
Tennessee
$479K +$26.1K +1,805 +6%
AA
53
Armis Advisers
Georgia
$457K -$137K -9,494 -23%
TI
54
TrueMark Investments
Illinois
$409K +$418K +28,859 New
Corient Private Wealth
55
Corient Private Wealth
Florida
$397K
XT
56
XTX Topco
Cayman Islands
$368K +$376K +25,954 New
OFO
57
OneAscent Family Office
Alabama
$354K
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$347K -$12.4K -856 -3%
HF
59
HRT Financial
New York
$296K +$303K +20,971 New
Truist Financial
60
Truist Financial
North Carolina
$296K -$10.9K -750 -3%
SFS
61
Shaker Financial Services
Virginia
$288K +$70K +4,835 +31%
CP
62
Camelot Portfolios
Ohio
$276K
CA
63
CoreCap Advisors
Michigan
$256K -$124K -8,543 -32%
KWA
64
Kingswood Wealth Advisors
California
$254K -$74.9K -5,174 -22%
ERIC
65
Eagle Rock Investment Company
Georgia
$253K
Citadel Advisors
66
Citadel Advisors
Florida
$247K +$252K +17,449 New
SWM
67
SeaCrest Wealth Management
New York
$247K -$12.9K -893 -5%
PCG
68
Prosperity Consulting Group
Maryland
$239K
NA
69
NewEdge Advisors
Louisiana
$239K +$11K +759 +5%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$236K
WS
71
Wedbush Securities
California
$234K +$4.22K +292 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$231K +$8.71K +602 +4%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$230K
Creative Planning
74
Creative Planning
Kansas
$206K +$49.2K +3,400 +30%
BCM
75
Boreal Capital Management
Florida
$204K -$18.5K -1,281 -8%