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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$120K -$1.6K -207 -1%
BC
77
Barrett & Company
Rhode Island
$117K -$3.26K -421 -3%
Wells Fargo
78
Wells Fargo
California
$111K -$462K -59,601 -81%
AWA
79
Amplius Wealth Advisors
Pennsylvania
$110K -$56.2K -7,247 -35%
PI
80
PFG Investments
New York
$109K +$104K +13,439 New
C
81
Covestor
United Kingdom
$105K
DJYG
82
David J. Yvars Group
Florida
$96.6K -$81.2K -10,471 -47%
CA
83
Carson Advisory
Georgia
$89.6K +$2.41K +311 +3%
Comerica Bank
84
Comerica Bank
Texas
$83.6K -$31.4K -4,056 -28%
Truist Financial
85
Truist Financial
North Carolina
$82.6K -$7.75K -1,000 -9%
FFA
86
Farther Finance Advisors
California
$75.6K -$19K -2,450 -21%
BlackRock
87
BlackRock
New York
$72.4K +$30.2K +3,896 +78%
RFA
88
Register Financial Advisors
Georgia
$52.5K +$50K +6,456 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$44.9K +$42.9K +5,533 New
AWM
90
Activest Wealth Management
Florida
$32.7K +$372 +48 +1%
TIM
91
Thompson Investment Management
Wisconsin
$32.6K +$31K +4,000 New
NRG
92
Nemes Rush Group
Michigan
$20.4K
HNB
93
Huntington National Bank
Ohio
$20K +$19.1K +2,460 New
IRC
94
Investors Research Corp
Georgia
$17.1K
CT
95
Caldwell Trust
Florida
$16.3K
LC
96
Lindbrook Capital
California
$14K
First Manhattan
97
First Manhattan
New York
$9.26K
FUBT
98
First United Bank & Trust
Maryland
$5.7K
TJHA
99
Thomas J. Herzfeld Advisors
Florida
$5.54K
CFFP
100
Center for Financial Planning
Michigan
$4.88K +$4.65K +600 New