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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Private Wealth Advisors
26
JP Morgan Private Wealth Advisors
California
$116K +$1.71K +172 +0.9%
9WM
27
9258 Wealth Management
Ohio
$114K -$9.46K -951 -5%
Raymond James Trust
28
Raymond James Trust
Florida
$111K – – –
Dana Investment Advisors
29
Dana Investment Advisors
Wisconsin
$105K +$21.5K +2,166 +15%
Osaic Holdings
30
Osaic Holdings
Arizona
$105K +$167K +16,818 New
MML Investors Services
31
MML Investors Services
Massachusetts
$100K +$158K +15,931 New
LCM
32
Landscape Capital Management
New Jersey
$89K -$180K -18,085 -56%
Americana Partners
33
Americana Partners
Texas
$88K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$78K -$7.96K -800 -6%
AQR Arbitrage
35
AQR Arbitrage
Connecticut
$78K +$123K +12,334 New
HighTower Advisors
36
HighTower Advisors
Illinois
$72K +$9.95K +1,000 +10%
ExodusPoint Capital Management
37
ExodusPoint Capital Management
New York
$72K +$113K +11,400 New
Citadel Advisors
38
Citadel Advisors
Florida
$69K +$109K +10,946 New
Independent Financial Group
39
Independent Financial Group
California
$66.2K +$104K +10,500 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$66K -$37K -3,722 -26%
GIA
41
Gladstone Institutional Advisory
Florida
$65K +$103K +10,340 New
CAN
42
Claraphi Advisory Network
United States
$37K +$57.7K +5,800 New
Geneos Wealth Management
43
Geneos Wealth Management
Colorado
$34K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$32K +$50.1K +5,039 New
AIC
45
Ameritas Investment Company
Nebraska
$28K +$44.1K +4,431 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$23K -$171K -17,237 -83%
EIP
47
Ellis Investment Partners
Pennsylvania
$19K +$467 +47 +2%
Steward Partners Investment Advisory
48
Steward Partners Investment Advisory
New York
$17K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$16K +$26K +2,613 New
GSWM
50
Golden State Wealth Management
California
$12K +$18.2K +1,830 New
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