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BlackRock Limited Duration Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$63K +$62.2K +4,300 New
Creative Planning
52
Creative Planning
Kansas
$62K – – –
MFW
53
Mosaic Family Wealth
Missouri
$61K +$61K +4,219 New
CHC
54
City Holding Co
West Virginia
$44K +$506 +35 +1%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$26K – – –
FIB
56
First Interstate Bank
Montana
$25K – – –
IWMPD
57
Integrated Wealth Management (Palm Desert)
California
$19K – – –
WIC
58
Woodmont Investment Counsel
Tennessee
$16K -$21.7K -1,500 -59%
AWM
59
Avior Wealth Management
Nebraska
$15K – – –
DADC
60
D.A. Davidson & Co
Montana
$13K – – –
UFA
61
US Financial Advisors
Massachusetts
$11K – – –
CPIG
62
Chicago Partners Investment Group
Illinois
$9K +$8.61K +595 New
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$8K +$8.36K +578 New
FCCM
64
First City Capital Management
Georgia
$7.29K – – –
PCM
65
Penserra Capital Management
California
$7K +$6.99K +483 New
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$4K – – –
AA
67
Ancora Advisors
Ohio
– -$1.11M -77,000 Closed
MIG
68
Mariner Investment Group
New York
– -$1.07M -74,063 Closed
DA
69
Doliver Advisors
Texas
– -$946K -65,485 Closed
SFS
70
Shaker Financial Services
Virginia
– -$713K -49,345 Closed
CRC
71
Curi RMB Capital
Illinois
– -$295K -20,440 Closed
WAM
72
Wolverine Asset Management
Illinois
– -$272K -18,843 Closed
ICOA
73
Investment Centers of America
North Dakota
– -$191K -13,154 Closed
RIA
74
Regal Investment Advisors
Michigan
– -$61K -4,292 Closed
CTC
75
Central Trust Company
Missouri
– -$14K -951 Closed