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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$268K +$37.3K +4,810 +14%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$261K +$21.5K +2,780 +9%
IP
53
Ignite Planners
California
$246K -$32.4K -4,178 -12%
SIA
54
SkyView Investment Advisors
New Jersey
$244K -$155K -20,000 -40%
RJT
55
Raymond James Trust
Florida
$236K +$48.5K +6,261 +28%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$235K +$47 +6 +0%
Corient Private Wealth
57
Corient Private Wealth
Florida
$225K +$227K +29,232 New
IAS
58
Insigneo Advisory Services
Florida
$204K
NPT
59
National Philanthropic Trust
Pennsylvania
$204K -$48.8K -6,300 -20%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$183K -$3.77K -486 -2%
EP
61
EPIQ Partners
Minnesota
$179K -$26.9K -3,476 -14%
PIN
62
Prudent Investors Network
California
$174K +$165K +21,317 New
MWM
63
Modera Wealth Management
New Jersey
$166K +$1.32K +171 +0.8%
DCM
64
Dimension Capital Management
Florida
$163K +$155K +20,000 New
DWM
65
Dakota Wealth Management
Florida
$158K +$1.81K +233 +1%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$154K +$89.3K +11,524 +156%
NW
67
NewEdge Wealth
Pennsylvania
$146K -$333K -42,918 -68%
CA
68
Claro Advisors
Massachusetts
$143K -$21.5K -2,774 -14%
Creative Planning
69
Creative Planning
Kansas
$134K -$73.1K -9,427 -36%
MCM
70
MAI Capital Management
Ohio
$131K +$125K +16,080 New
CL
71
CSS LLC
Illinois
$130K -$23.3K -3,000 -16%
HighTower Advisors
72
HighTower Advisors
Illinois
$128K -$1.11M -142,915 -90%
LFAS
73
Level Four Advisory Services
Texas
$122K
WT
74
Whittier Trust
California
$122K +$116K +15,000 New
SP
75
Successful Portfolios
Florida
$120K