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BTX
BlackRock Technology and Private Equity Term Trust
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $7K | – | – | – |
|
77
Koshinski Asset Management
Decatur,
Illinois
| $5.88K | +$50 | +3 | +0.7% |
|
|
EW
78
Evoke Wealth
Los Angeles,
California
| $1K | – | – | – |
|
|
PWMG
79
Prestige Wealth Management Group
Flemington,
New Jersey
| $1K | – | – | – |
|
|
NFG
80
Next Financial Group
Houston,
Texas
| $1K | +$1.66K | +100 | New |
|
|
QP
81
Quilter Plc
London,
United Kingdom
| – | -$272K | -15,000 | Closed |
|
|
TNA
82
True North Advisors
Dallas,
Texas
| – | -$252K | -13,942 | Closed |
|
|
S
83
SignatureFD
Atlanta,
Georgia
| – | -$230K | -12,691 | Closed |
|
|
CAM
84
Cresset Asset Management
Chicago,
Illinois
| – | -$229K | -12,639 | Closed |
|
85
HighTower Advisors
Chicago,
Illinois
| – | -$198K | -10,894 | Closed |
|
|
HIA
86
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$29K | -1,750 | Closed |
|
87
Fidelity Investments
Boston,
Massachusetts
| – | +$83 | +5 | New |
|