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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$302K +$95K +11,436 +52%
TI
52
TrueMark Investments
Illinois
$287K +$17.5K +2,106 +7%
Citadel Advisors
53
Citadel Advisors
Florida
$286K +$263K +31,701 New
Mariner
54
Mariner
Kansas
$278K +$2.58K +311 +1%
AIS
55
Accredited Investor Services
Minnesota
$275K -$19.6K -2,353 -7%
CL
56
CSS LLC
Illinois
$272K +$11.6K +1,400 +5%
EPW
57
Evolve Private Wealth
California
$265K +$17.7K +2,126 +8%
RA
58
RFG Advisory
Alabama
$265K +$8.03K +966 +3%
PAS
59
Park Avenue Securities
New York
$262K +$241K +29,025 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$244K +$42.6K +5,126 +23%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$227K +$209K +25,100 New
PAIM
62
Punch & Associates Investment Management
Minnesota
$225K
BCA
63
Bay Colony Advisors
Massachusetts
$186K +$171K +20,560 New
ASN
64
Advisory Services Network
Georgia
$184K
Lido Advisors
65
Lido Advisors
California
$182K +$266 +32 +0.2%
MYIA
66
Mount Yale Investment Advisors
Colorado
$179K
VAS
67
Vestmark Advisory Solutions
Massachusetts
$179K
KA
68
Kovack Advisors
Florida
$170K
PI
69
PFG Investments
New York
$165K -$3.05K -367 -2%
VF
70
Virtu Financial
New York
$161K +$148K +17,851 New
Creative Planning
71
Creative Planning
Kansas
$153K
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$147K +$4.47K +538 +3%
OAM
73
Occidental Asset Management
California
$136K +$7.97K +959 +7%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$135K -$523K -62,913 -81%
HWM
75
HB Wealth Management
Georgia
$133K +$122K +14,704 New