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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
STA
76
Summit Trail Advisors
New York
$113K +$119K +16,652 New
WEG
77
World Equity Group
Illinois
$111K
BC
78
Barrett & Company
Rhode Island
$104K
CA
79
Carson Advisory
Georgia
$99.4K +$24.3K +3,412 +31%
SP
80
Successful Portfolios
Florida
$94K +$98.4K +13,790 New
MWM
81
Melfa Wealth Management
Massachusetts
$88.2K +$92.4K +12,950 New
Mariner
82
Mariner
Kansas
$86K +$16.2K +2,269 +22%
PAS
83
Park Avenue Securities
New York
$78K +$81.6K +11,434 New
AWM
84
AE Wealth Management
Kansas
$76.7K +$80.3K +11,260 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$75.2K
HWM
86
HB Wealth Management
Georgia
$74.9K +$78.5K +11,000 New
Northern Trust
87
Northern Trust
Illinois
$71K +$74.4K +10,428 New
IWC
88
Integrated Wealth Concepts
Massachusetts
$71K -$17.6K -2,473 -19%
SCM
89
Sterneck Capital Management
Missouri
$69.2K -$39.5K -5,540 -35%
Truist Financial
90
Truist Financial
North Carolina
$68.2K -$34K -4,767 -32%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$45.6K +$34.9K +4,896 +272%
AP
92
Arlington Partners
Alabama
$39.1K +$41K +5,745 New
PGAM
93
Princeton Global Asset Management
New Jersey
$39K +$1.16K +163 +3%
BlackRock
94
BlackRock
New York
$34K -$7 -1 -0%
Bessemer Group
95
Bessemer Group
New Jersey
$21K -$50 -7 -0.2%
ASN
96
Advisory Services Network
Georgia
$19.7K +$20.6K +2,886 New
S
97
SignatureFD
Georgia
$18.1K
CWAF
98
Core Wealth Advisors (Florida)
Florida
$17.9K +$2.99K +419 +19%
First Manhattan
99
First Manhattan
New York
$15.9K +$16.7K +2,337 New
IRC
100
Investors Research Corp
Georgia
$14.3K