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BlackRock Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$78.2K
ACM
77
Anfield Capital Management
California
$54.3K
PTC
78
Private Trust Company
Ohio
$51.8K
PA
79
Parallel Advisors
California
$47.3K +$47.9K +3,200 New
ME
80
McIlrath & Eck
Washington
$44.4K +$40.7K +2,719 +971%
AF
81
Advisornet Financial
Minnesota
$44.3K +$15.7K +1,048 +54%
KFP
82
Keener Financial Planning
Texas
$29K +$29.9K +2,000 New
WA
83
WPG Advisers
Maryland
$19.7K +$6.91K +462 +53%
NEWAS
84
N.E.W. Advisory Services
Wisconsin
$17.7K +$18K +1,200 New
NS
85
NBC Securities
Alabama
$16.6K -$29.5K -1,971 -64%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$14.7K -$12K -800 -45%
FCMT
87
Founders Capital Management (Texas)
Texas
$13.3K
GCM
88
Gables Capital Management
Florida
$13K
RL
89
Rogco LP
Oklahoma
$11.1K
HWP
90
Highline Wealth Partners
California
$7.39K +$7.48K +500 New
GRP
91
Global Retirement Partners
California
$6.56K +$359 +24 +6%
TJHA
92
Thomas J. Herzfeld Advisors
Florida
$6.43K +$150 +10 +2%
RFA
93
Reyes Financial Architecture
California
$4.98K
AF
94
Allworth Financial
California
$368 +$15 +1 +4%
RCM
95
Rivernorth Capital Management
Florida
-$4.51M -297,927 Closed
PIWA
96
Prevail Innovative Wealth Advisors
Kansas
-$1.66M -109,562 Closed
Jane Street
97
Jane Street
New York
-$1.49M -98,304 Closed
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
-$275K -18,192 Closed
PSP
99
Principal Street Partners
Tennessee
-$237K -15,660 Closed
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
-$214K -14,146 Closed