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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$360K -$98.6K -13,468 -22%
NA
52
NewEdge Advisors
Louisiana
$357K -$68.4K -9,345 -16%
PVI
53
Pine Valley Investments
New Jersey
$351K -$18K -2,453 -5%
GC
54
Guggenheim Capital
Illinois
$338K +$469 +64 +0.1%
BFM
55
Boothbay Fund Management
New York
$299K -$847K -115,738 -75%
Wells Fargo
56
Wells Fargo
California
$292K +$201K +27,469 +245%
AWS
57
Atria Wealth Solutions
New York
$285K -$43K -5,880 -13%
HighTower Advisors
58
HighTower Advisors
Illinois
$252K -$1.22M -165,992 -83%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$248K +$11K +1,500 +5%
LA
60
LM Advisors
California
$234K -$40.8K -5,578 -15%
Osaic Holdings
61
Osaic Holdings
Arizona
$228K +$3.03K +414 +1%
RJT
62
Raymond James Trust
Florida
$228K -$19.9K -2,712 -8%
BRWA
63
B. Riley Wealth Advisors
Florida
$215K +$5.46K +746 +3%
VF
64
Virtu Financial
New York
$191K +$185K +25,265 New
NPT
65
National Philanthropic Trust
Pennsylvania
$189K
DWM
66
Dakota Wealth Management
Florida
$165K +$5.07K +693 +3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$161K -$26.6K -3,639 -15%
MWM
68
Modera Wealth Management
New Jersey
$160K -$2.69K -367 -2%
IP
69
Ignite Planners
California
$160K -$32.7K -4,461 -17%
LFAS
70
Level Four Advisory Services
Texas
$153K +$45.4K +6,203 +44%
PI
71
PFG Investments
New York
$149K -$27.7K -3,788 -16%
CA
72
Clearstead Advisors
Ohio
$128K +$1.49K +204 +1%
Corient Private Wealth
73
Corient Private Wealth
Florida
$127K -$137K -18,708 -53%
DADC
74
D.A. Davidson & Co
Montana
$117K +$3.4K +465 +3%
IAS
75
Insigneo Advisory Services
Florida
$114K