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BlackRock Energy and Resources Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Cypress Capital Group
Florida
$208K +$185K +12,024 New
MA
52
Mezzasalma Advisors
New Jersey
$199K +$1.45K +94 +0.8%
Choreo LLC
53
Choreo LLC
Illinois
$194K +$173K +11,233 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$182K +$162K +10,521 New
NS
55
NBC Securities
Alabama
$177K +$15.7K +1,020 +11%
SPC
56
Spirepoint Private Client
Florida
$174K – – –
Ancora Advisors
57
Ancora Advisors
Ohio
$121K – – –
Parallel Advisors
58
Parallel Advisors
California
$101K +$89.8K +5,841 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$101K +$11.1K +720 +14%
EWM
60
Evermay Wealth Management
Virginia
$100K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$91.9K +$446 +29 +0.5%
EverSource Wealth Advisors
62
EverSource Wealth Advisors
Alabama
$86.9K – – –
Brown Brothers Harriman & Co
63
Brown Brothers Harriman & Co
New York
$75K – – –
UBS AM
64
UBS AM
Illinois
$52.4K +$46.5K +3,026 New
TCM
65
Triumph Capital Management
Colorado
$41.5K – – –
SWM
66
SHP Wealth Management
Massachusetts
$39.5K – – –
AssetMark Inc
67
AssetMark Inc
California
$38.5K +$3.46K +225 +11%
FCMT
68
Founders Capital Management (Texas)
Texas
$34.6K – – –
MMCM
69
Murphy & Mullick Capital Management
New York
$34.6K – – –
CoreCap Advisors
70
CoreCap Advisors
Michigan
$34.6K +$30.8K +2,000 New
GSWM
71
Golden State Wealth Management
California
$23.9K – – –
SS
72
Sunbelt Securities
Texas
$20K +$323 +21 +2%
MEG
73
Millstone Evans Group
Colorado
$17.8K – – –
Atlantic Union Bankshares
74
Atlantic Union Bankshares
Virginia
$12.1K – – –
Geneos Wealth Management
75
Geneos Wealth Management
Colorado
$11.3K – – –