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BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$58K +$66.1K +7,359 New
Barclays
77
Barclays
United Kingdom
$48K +$45.4K +5,055 New
PGAM
78
Princeton Global Asset Management
New Jersey
$43K +$1.47K +164 +3%
BlackRock
79
BlackRock
New York
$40K +$18 +2 +0%
AWM
80
Activest Wealth Management
Florida
$38K +$31.9K +3,551 +284%
Geneos Wealth Management
81
Geneos Wealth Management
Colorado
$25K +$28.3K +3,150 New
SignatureFD
82
SignatureFD
Georgia
$21K +$207 +23 +0.9%
Covington Capital Management
83
Covington Capital Management
California
$21K +$24.2K +2,693 New
LC
84
Lindbrook Capital
California
$13K +$458 +51 +3%
AIM
85
Anchor Investment Management
South Carolina
$11.9K – – –
IFP Advisors
86
IFP Advisors
Florida
$10K – – –
TCWA
87
Ten Capital Wealth Advisors
Washington
$10K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
88
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.01K +335 New
SC
90
Stephens Consulting
Michigan
$1.99K +$2.25K +250 New
EW
91
Evoke Wealth
California
$1K – – –
Atria Wealth Solutions
92
Atria Wealth Solutions
New York
– -$571K -50,100 Closed
55I LLC
93
55I LLC
Massachusetts
– -$505K -44,341 Closed
SFS
94
Shaker Financial Services
Virginia
– -$484K -42,500 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
– -$256K -22,500 Closed
Lido Advisors
96
Lido Advisors
California
– -$180K -15,836 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
– -$173K -15,114 Closed
MW
98
Marcum Wealth
Ohio
– -$171K -15,000 Closed
HighTower Advisors
99
HighTower Advisors
Illinois
– -$132K -11,612 Closed
Integrated Wealth Concepts
100
Integrated Wealth Concepts
Massachusetts
– -$130K -11,423 Closed