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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$346K -$9.28K -1,300 -2%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$335K -$696K -97,612 -66%
IP
53
Ignite Planners
California
$300K -$26.8K -3,750 -9%
VEA
54
Virtus ETF Advisers
New York
$286K +$67.4K +9,450 +29%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$272K +$285K +40,001 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$247K -$23.7K -3,325 -8%
HH
57
Hilltop Holdings
Texas
$243K -$20.3K -2,850 -7%
DWT
58
Dorsey & Whitney Trust
South Dakota
$231K -$94.2K -13,200 -28%
BRWA
59
B. Riley Wealth Advisors
Florida
$220K -$59.1K -8,290 -20%
KAS
60
Kestra Advisory Services
Texas
$196K +$26.4K +3,703 +15%
JP Morgan Chase
61
JP Morgan Chase
New York
$189K +$198K +27,725 New
Creative Planning
62
Creative Planning
Kansas
$180K +$3.02K +424 +2%
RJT
63
Raymond James Trust
Florida
$179K -$88.7K -12,435 -32%
IC
64
IEQ Capital
California
$158K +$46.4K +6,500 +39%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$156K +$29.3K +4,106 +22%
AWM
66
Activest Wealth Management
Florida
$140K -$8.38K -1,174 -9%
Barclays
67
Barclays
United Kingdom
$139K +$3.17K +445 +3%
KIM
68
Karpus Investment Management
New York
$136K -$481K -67,401 -77%
TI
69
Telemetry Investments
New York
$136K +$49.2K +6,900 +53%
DJYG
70
David J. Yvars Group
Florida
$134K +$40.8K +5,715 +41%
MWM
71
Modera Wealth Management
New Jersey
$133K -$25.8K -3,616 -16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$132K +$15.8K +2,216 +13%
Osaic Holdings
73
Osaic Holdings
Arizona
$126K -$899 -126 -0.7%
HKIM
74
Hayek Kallen Investment Management
Alabama
$119K
SWA
75
Sightline Wealth Advisors
Connecticut
$116K +$121K +17,000 New