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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VEA
51
Virtus ETF Advisers
New York
$236K -$32.7K -3,909 -11%
III
52
Independent Investors Inc
New York
$218K
BEC
53
Blue Edge Capital
Virginia
$201K
Creative Planning
54
Creative Planning
Kansas
$189K +$105K +12,607 +94%
KAS
55
Kestra Advisory Services
Texas
$182K -$22.5K -2,691 -10%
MWM
56
Modera Wealth Management
New Jersey
$169K +$2.67K +319 +1%
ST
57
Sentinel Trust
Texas
$158K -$144K -17,275 -44%
UMC
58
United Maritime Capital
New York
$154K
AWM
59
Activest Wealth Management
Florida
$151K +$63.3K +7,575 +158%
Barclays
60
Barclays
United Kingdom
$138K +$86K +10,287 +204%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$136K -$7.79K -932 -5%
Osaic Holdings
62
Osaic Holdings
Arizona
$136K +$40.6K +4,858 +35%
HKIM
63
Hayek Kallen Investment Management
Alabama
$127K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$125K -$144K -17,173 -50%
IC
65
IEQ Capital
California
$121K +$139K +16,652 New
WEG
66
World Equity Group
Illinois
$118K +$17.8K +2,130 +15%
SCM
67
Sterneck Capital Management
Missouri
$114K
WE
68
Wealth Effects
Massachusetts
$109K +$125K +15,005 New
Truist Financial
69
Truist Financial
North Carolina
$107K -$158K -18,950 -56%
BC
70
Barrett & Company
Rhode Island
$104K +$128K +15,344 New
DJYG
71
David J. Yvars Group
Florida
$101K +$116K +13,892 New
TI
72
Telemetry Investments
New York
$95K +$109K +13,000 New
HighTower Advisors
73
HighTower Advisors
Illinois
$95K +$111K +13,252 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$94K +$108K +12,890 New
ICG
75
InterOcean Capital Group
Tennessee
$91K