We are live on ! Find out more
BGR icon

BlackRock Energy and Resources Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$44K +$43.5K +1,702 New
MSI Financial Services
52
MSI Financial Services
Massachusetts
$38K – – –
Waverly Advisors
53
Waverly Advisors
Alabama
$38K – – –
D.A. Davidson & Co
54
D.A. Davidson & Co
Montana
$34K +$7.02K +275 +28%
Creative Planning
55
Creative Planning
Kansas
$31K -$3.45K -135 -10%
AA
56
AlphaMark Advisors
Kentucky
$27K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$22K +$20.4K +800 New
CCS
58
Crosspoint Capital Strategies
California
$21K – – –
Gradient Investments
59
Gradient Investments
Minnesota
$19K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$17.2K – – –
PAS
61
Partnervest Advisory Services
California
$11K +$10.2K +400 New
Deutsche Bank
62
Deutsche Bank
Germany
$10K – – –
People's United Financial
63
People's United Financial
Connecticut
$10K – – –
PSI
64
Pinnacle Summer Investments
Virginia
$8K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$7K +$102 +4 +2%
RWM
66
Raffa Wealth Management
District of Columbia
$5.39K +$5.11K +200 New
TC
67
TFS Capital
Pennsylvania
– -$691K -28,600 Closed
EWM
68
Edge Wealth Management
New York
– -$344K -14,250 Closed
Virtu KCG Holdings
69
Virtu KCG Holdings
New York
– -$315K -13,025 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$255K -10,546 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -425 Closed
AllianceBernstein
72
AllianceBernstein
Tennessee
– -$8K -329 Closed