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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
SkyView Investment Advisors
New Jersey
$367K
Jane Street
52
Jane Street
New York
$357K -$99.2K -14,119 -22%
AWS
53
Atria Wealth Solutions
New York
$335K -$22.5K -3,200 -7%
SP
54
Stonebrook Private
Michigan
$334K +$320K +45,576 New
VF
55
Virtu Financial
New York
$288K +$126K +17,987 +85%
Osaic Holdings
56
Osaic Holdings
Arizona
$253K +$62.9K +8,949 +35%
IP
57
Ignite Planners
California
$249K -$5.65K -804 -2%
BRWA
58
B. Riley Wealth Advisors
Florida
$247K -$33.8K -4,810 -12%
CCP
59
Clough Capital Partners
Massachusetts
$244K -$7.69M -1,095,017 -97%
QL
60
Quarry LP
New York
$244K -$594K -84,600 -72%
NPT
61
National Philanthropic Trust
Pennsylvania
$229K +$220K +31,300 New
NA
62
NewEdge Advisors
Louisiana
$217K +$206K +29,347 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$215K +$35.4K +5,040 +21%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$212K +$13K +1,846 +7%
Creative Planning
65
Creative Planning
Kansas
$190K +$1.76K +250 +1%
EP
66
EPIQ Partners
Minnesota
$187K -$315K -44,809 -64%
IAS
67
Insigneo Advisory Services
Florida
$184K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$168K +$169 +24 +0.1%
RJT
69
Raymond James Trust
Florida
$167K
DJYG
70
David J. Yvars Group
Florida
$164K -$12.4K -1,764 -7%
AWA
71
Amplius Wealth Advisors
Pennsylvania
$153K -$45K -6,408 -24%
CA
72
Claro Advisors
Massachusetts
$149K -$9.47K -1,348 -6%
MWM
73
Modera Wealth Management
New Jersey
$148K -$3.97K -565 -3%
DWM
74
Dakota Wealth Management
Florida
$140K +$5.34K +760 +4%
CL
75
CSS LLC
Illinois
$139K +$934 +133 +0.7%