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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$9.14K +678 +0.1%
Wells Fargo
2
Wells Fargo
California
$4.58M -$540K -40,025 -11%
Invesco
3
Invesco
Georgia
$4.22M -$922K -68,351 -18%
CCMW
4
Cypress Capital Management (Wyoming)
Wyoming
$4.17M -$1.89K -140 -0%
Raymond James Financial
5
Raymond James Financial
Florida
$3.85M +$71.3K +5,290 +2%
UBS Group
6
UBS Group
Switzerland
$3.06M +$37.2K +2,761 +1%
AAM
7
Advisors Asset Management
Colorado
$3.05M -$534K -39,570 -15%
LPL Financial
8
LPL Financial
California
$2.58M -$53.2K -3,943 -2%
Truist Financial
9
Truist Financial
North Carolina
$2.26M +$85.7K +6,358 +4%
Bank of America
10
Bank of America
North Carolina
$1.75M -$344K -25,531 -17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.63M -$403K -29,861 -20%
ZCP
12
Z3 Capital Partners
Virginia
$1.44M +$1.44M +106,668 New
MC
13
Moors & Cabot
Massachusetts
$1.14M +$248K +18,423 +28%
P
14
&Partners
Tennessee
$1.05M +$1.04M +77,437 New
FAM
15
Formidable Asset Management
Ohio
$1.01M +$1M +74,339 New
SIC
16
Samalin Investment Counsel
New York
$967K -$48.1K -3,564 -5%
CPSC
17
Carl P. Sherr & Co
Massachusetts
$946K +$822K +60,966 New
Osaic Holdings
18
Osaic Holdings
Arizona
$854K +$18.1K +1,339 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$834K +$39.7K +2,945 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$830K -$175K -12,960 -18%
SF
21
Summit Financial
New Jersey
$735K +$109K +8,064 +17%
AWM
22
Apollon Wealth Management
South Carolina
$723K +$1.42K +105 +0.2%
PAG
23
Private Advisor Group
New Jersey
$669K +$105K +7,786 +19%
AC
24
AlphaCore Capital
California
$667K +$196K +14,504 +42%
ATS
25
Ashton Thomas Securities
New York
$601K -$21.6K -1,600 -3%
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