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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
26
True North Advisors
Texas
$283K +$30K +1,442 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$264K +$271K +12,990 New
S
28
SignatureFD
Georgia
$254K
UMC
29
United Maritime Capital
New York
$228K
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$230K +11,048 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$222K +$228K +10,933 New
OC
32
Oppenheimer & Co
New York
$220K +$226K +10,835 New
Citadel Advisors
33
Citadel Advisors
Florida
$203K +$208K +9,986 New
BlackRock
34
BlackRock
New York
$102K
PGAM
35
Princeton Global Asset Management
New Jersey
$102K
RCA
36
Ranch Capital Advisors
Florida
$101K
HIA
37
Harbor Investment Advisory
Maryland
$36K +$36.5K +1,750 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$30K +$31.2K +1,500 New
AWM
39
Activest Wealth Management
Florida
$25K +$26K +1,250 New
TCWA
40
Ten Capital Wealth Advisors
Washington
$25K +$26K +1,250 New
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$10K +480 New
PWMG
42
Prestige Wealth Management Group
New Jersey
$1K +$979 +47 New
TAM
43
TFG Asset Management
Cayman Islands
-$5.08M -250,000 Closed
EW
44
Evoke Wealth
California
-$508K -25,000 Closed
WIA
45
Wealthstreet Investment Advisors
Texas
-$353K -17,400 Closed
SPIA
46
Steward Partners Investment Advisory
New York
-$2.03K -100 Closed