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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
51
City of London Investment Management
United Kingdom
$138K +$141K +21,000 New
Lido Advisors
52
Lido Advisors
California
$134K +$53.3K +7,919 +65%
AIS
53
Accredited Investor Services
Minnesota
$130K +$132K +19,699 New
MWM
54
Modera Wealth Management
New Jersey
$126K -$30.3K -4,500 -19%
KA
55
Kovack Advisors
Florida
$124K +$127K +18,809 New
CIA
56
Concurrent Investment Advisors
Florida
$120K -$264K -39,228 -68%
PAS
57
Park Avenue Securities
New York
$118K +$121K +17,958 New
PI
58
PFG Investments
New York
$114K +$1.98K +295 +2%
CW
59
CreativeOne Wealth
Kansas
$109K +$9.84K +1,463 +10%
SP
60
Successful Portfolios
Florida
$105K +$673 +100 +0.7%
CEFA
61
Closed-End Fund Advisors
Virginia
$103K +$105K +15,624 New
TA
62
Tactive Advisors
Florida
$99K -$7.65K -1,137 -7%
LFAS
63
Level Four Advisory Services
Texas
$92.2K +$2.37K +352 +3%
DJYG
64
David J. Yvars Group
Florida
$90.7K +$868 +129 +0.9%
SOS
65
Silver Oak Securities
Tennessee
$89.7K +$91.1K +13,548 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$88.2K -$49.4K -7,350 -35%
CSB
67
City State Bank
Iowa
$85.1K
P
68
&Partners
Tennessee
$81.5K -$15.1K -2,244 -15%
AWA
69
Amplius Wealth Advisors
Pennsylvania
$78.1K +$79.7K +11,845 New
BC
70
Barrett & Company
Rhode Island
$74.8K
IP
71
Ignite Planners
California
$74.3K -$15.2K -2,260 -17%
JWCA
72
J.W. Cole Advisors
Florida
$72.9K +$1.71K +254 +2%
IAIM
73
International Assets Investment Management
Florida
$72.7K +$74.2K +11,034 New
4A
74
4Wealth Advisors
Illinois
$72.6K
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$71.9K +$73.4K +10,913 New