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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$262K +$271K +30,169 +1,050%
III
52
Independent Investors Inc
New York
$238K
KAS
53
Kestra Advisory Services
Texas
$220K +$90.5K +10,073 +57%
BEC
54
Blue Edge Capital
Virginia
$219K +$248K +27,624 New
RJT
55
Raymond James Trust
Florida
$185K -$106K -11,766 -34%
MWM
56
Modera Wealth Management
New Jersey
$182K +$3.47K +386 +2%
UMC
57
United Maritime Capital
New York
$169K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$159K -$241K -26,853 -57%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$156K +$51.8K +5,768 +41%
HKIM
60
Hayek Kallen Investment Management
Alabama
$139K
TP
61
Tranquility Partners
Tennessee
$132K -$62.2K -6,925 -29%
KPW
62
Kore Private Wealth
New York
$130K +$147K +16,342 New
Citadel Advisors
63
Citadel Advisors
Florida
$126K +$142K +15,841 New
SCM
64
Sterneck Capital Management
Missouri
$125K -$3.15K -350 -2%
WT
65
Whittier Trust
California
$119K
Osaic Holdings
66
Osaic Holdings
Arizona
$113K +$111K +12,400 +818%
WEG
67
World Equity Group
Illinois
$112K +$127K +14,116 New
DWM
68
Dakota Wealth Management
Florida
$110K -$60.2K -6,695 -33%
Creative Planning
69
Creative Planning
Kansas
$106K +$81 +9 +0.1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$101K +$115K +12,760 New
ICG
71
InterOcean Capital Group
Tennessee
$99K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$88K
CA
73
Carson Advisory
Georgia
$87K +$2K +222 +2%
Nomura Holdings
74
Nomura Holdings
Japan
$81K +$89.9K +10,000 New
SWM
75
SeaCrest Wealth Management
New York
$69K +$78.7K +8,751 New