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BlackRock Energy and Resources Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evermay Wealth Management
Virginia
$74.7K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$65.6K – – –
Brown Brothers Harriman & Co
53
Brown Brothers Harriman & Co
New York
$55.8K +$56.2K +4,335 New
FCMT
54
Founders Capital Management (Texas)
Texas
$25.8K – – –
FFO
55
Fortitude Family Office
Arizona
$19.9K +$20K +1,547 New
GIA
56
GHP Investment Advisors
Colorado
$15.2K +$15.2K +1,177 New
EverSource Wealth Advisors
57
EverSource Wealth Advisors
Alabama
$13.1K +$2.59K +200 +24%
SS
58
Sunbelt Securities
Texas
$13.1K +$194 +15 +1%
JP Morgan Chase
59
JP Morgan Chase
New York
$10.4K +$10.5K +807 New
Geneos Wealth Management
60
Geneos Wealth Management
Colorado
$8.37K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$5.51K +$5.54K +428 New
VWM
62
Venturi Wealth Management
Texas
$5.1K – – –
SC
63
Stephens Consulting
Michigan
$4.71K – – –
Steward Partners Investment Advisory
64
Steward Partners Investment Advisory
New York
$4.29K -$1.83K -141 -30%
US Bancorp
65
US Bancorp
Minnesota
$2.58K +$2.59K +200 New
Allworth Financial
66
Allworth Financial
California
$91 – – –
SignatureFD
67
SignatureFD
Georgia
$8 – – –
AQR Arbitrage
68
AQR Arbitrage
Connecticut
– -$1.13M -85,344 Closed
ASFA
69
All Season Financial Advisors
Colorado
– -$574K -43,452 Closed
FSI
70
Flow State Investments
Illinois
– -$442K -33,425 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$144K -10,896 Closed
NAS
72
NWF Advisory Services
California
– -$140K -10,600 Closed
Vanguard Capital Wealth Advisors
73
Vanguard Capital Wealth Advisors
Colorado
– -$132K -10,007 Closed
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$13.2K -1,000 Closed
BlackRock
75
BlackRock
New York
– -$9 -1 Closed