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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tactive Advisors
Florida
$108K +$115K +16,158 New
SP
52
Successful Portfolios
Florida
$103K +$12.9K +1,810 +13%
CW
53
CreativeOne Wealth
Kansas
$101K -$34.6K -4,846 -24%
MG
54
Marex Group
$101K +$107K +15,000 New
P
55
&Partners
Tennessee
$97.9K -$7.08K -991 -6%
LFAS
56
Level Four Advisory Services
Texas
$91.4K +$5.28K +739 +6%
DJYG
57
David J. Yvars Group
Florida
$91.3K +$1.49K +209 +2%
RWA
58
Redhawk Wealth Advisors
Minnesota
$90.5K -$153K -21,415 -61%
IP
59
Ignite Planners
California
$89.7K -$6.51K -911 -6%
CA
60
Clearstead Advisors
Ohio
$86.7K +$1.59K +223 +2%
BRWA
61
B. Riley Wealth Advisors
Florida
$86.6K -$1.31K -184 -1%
CSB
62
City State Bank
Iowa
$86.5K
Northern Trust
63
Northern Trust
Illinois
$86K +$91.7K +12,837 New
Goldman Sachs
64
Goldman Sachs
New York
$82.5K -$111K -15,601 -56%
Lido Advisors
65
Lido Advisors
California
$81.7K +$87.1K +12,190 New
MFG
66
Merit Financial Group
Georgia
$79.8K -$11.7K -1,634 -12%
BC
67
Barrett & Company
Rhode Island
$76K -$1.07K -150 -1%
NW
68
NewEdge Wealth
Pennsylvania
$74.4K
4A
69
4Wealth Advisors
Illinois
$73.8K
JWCA
70
J.W. Cole Advisors
Florida
$72.5K +$77.3K +10,813 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$72.2K +$829 +116 +1%
SAG
72
Susquehanna Advisors Group
Pennsylvania
$71K
SFS
73
Sowell Financial Services
Arkansas
$67.2K +$71.7K +10,035 New
PL
74
Plancorp LLC
Missouri
$67K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.85K +259 +3%