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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$174K +$18.3K +2,770 +12%
PAIM
52
Punch & Associates Investment Management
Minnesota
$164K +$165K +24,905 New
Wells Fargo
53
Wells Fargo
California
$163K -$107K -16,187 -40%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$145K +$57.1K +8,626 +64%
CEFA
55
Closed-End Fund Advisors
Virginia
$145K +$42.1K +6,359 +41%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$145K +$145K +21,919 New
ASN
57
Advisory Services Network
Georgia
$134K +$135K +20,368 New
Lido Advisors
58
Lido Advisors
California
$133K -$152 -23 -0.1%
MYIA
59
Mount Yale Investment Advisors
Colorado
$130K +$131K +19,772 New
VAS
60
Vestmark Advisory Solutions
Massachusetts
$130K +$131K +19,772 New
KA
61
Kovack Advisors
Florida
$127K
PI
62
PFG Investments
New York
$123K +$8.86K +1,340 +8%
WHG
63
Westwood Holdings Group
Texas
$121K +$121K +18,300 New
SOS
64
Silver Oak Securities
Tennessee
$113K +$23.7K +3,587 +26%
Creative Planning
65
Creative Planning
Kansas
$112K +$112K +16,962 New
CW
66
CreativeOne Wealth
Kansas
$109K +$258 +39 +0.2%
SIC
67
Samalin Investment Counsel
New York
$108K +$108K +16,366 New
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$104K +$32.1K +4,859 +45%
COLIM
69
City of London Investment Management
United Kingdom
$98.3K -$40.4K -6,100 -29%
SP
70
Successful Portfolios
Florida
$97.1K -$1.32K -200 -1%
LFAS
71
Level Four Advisory Services
Texas
$94.6K +$2.31K +350 +3%
OAM
72
Occidental Asset Management
California
$92.9K +$93.1K +14,078 New
DJYG
73
David J. Yvars Group
Florida
$90.3K -$483 -73 -0.5%
DIM
74
Delta Investment Management
California
$87.5K +$87.7K +13,250 New
TA
75
Tactive Advisors
Florida
$86.6K -$12.6K -1,906 -13%