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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$234K -$132K -10,475 -34%
KAS
52
Kestra Advisory Services
Texas
$201K +$19.3K +1,532 +9%
HKIM
53
Hayek Kallen Investment Management
Alabama
$199K
SCM
54
Sterneck Capital Management
Missouri
$183K -$11.3K -900 -5%
Lido Advisors
55
Lido Advisors
California
$180K +$200K +15,836 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$173K +$190K +15,114 New
MW
57
Marcum Wealth
Ohio
$171K
WT
58
Whittier Trust
California
$171K +$189K +15,000 New
AAM
59
Advisors Asset Management
Colorado
$164K +$182K +14,435 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$158K -$125K -9,893 -42%
VEA
61
Virtus ETF Advisers
New York
$155K +$106K +8,389 +161%
Creative Planning
62
Creative Planning
Kansas
$152K +$169K +13,381 New
ICG
63
InterOcean Capital Group
Tennessee
$142K +$158K +12,500 New
HighTower Advisors
64
HighTower Advisors
Illinois
$132K +$146K +11,612 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$130K -$16.4K -1,300 -10%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$126K
CA
67
Carson Advisory
Georgia
$123K +$136K +10,773 New
IDA
68
Intelligence Driven Advisers
California
$121K -$27.6K -2,192 -16%
PGAM
69
Princeton Global Asset Management
New Jersey
$60K +$1.49K +118 +2%
BlackRock
70
BlackRock
New York
$57K
SPIA
71
Steward Partners Investment Advisory
New York
$33K -$85.1K -6,751 -70%
S
72
SignatureFD
Georgia
$30K +$33.3K +2,641 New
Osaic Holdings
73
Osaic Holdings
Arizona
$18K -$83.6K -6,638 -81%
LC
74
Lindbrook Capital
California
$18K +$20K +1,588 New
AIM
75
Anchor Investment Management
South Carolina
$17.1K +$18.9K +1,500 New