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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Claro Advisors
Massachusetts
$126K -$1.84K -249 -1%
CA
77
Clearstead Advisors
Ohio
$121K +$124K +16,798 New
EP
78
EPIQ Partners
Minnesota
$119K -$40.4K -5,464 -25%
Creative Planning
79
Creative Planning
Kansas
$119K +$318 +43 +0.3%
MCM
80
MAI Capital Management
Ohio
$118K +$1.66K +225 +1%
NW
81
NewEdge Wealth
Pennsylvania
$111K -$36.8K -4,987 -25%
DADC
82
D.A. Davidson & Co
Montana
$109K +$2.3K +312 +2%
SP
83
Successful Portfolios
Florida
$107K
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$103K -$108K -14,653 -51%
LFAS
85
Level Four Advisory Services
Texas
$103K -$18.5K -2,509 -15%
IAS
86
Insigneo Advisory Services
Florida
$102K -$73.8K -10,000 -40%
CHAM
87
Clear Harbor Asset Management
Connecticut
$94K -$229K -30,968 -70%
C
88
Covestor
United Kingdom
$93K
BC
89
Barrett & Company
Rhode Island
$90.8K -$13.3K -1,800 -13%
DJYG
90
David J. Yvars Group
Florida
$86.9K +$1.06K +143 +1%
Jane Street
91
Jane Street
New York
$84.6K +$86.4K +11,705 New
Wells Fargo
92
Wells Fargo
California
$81.1K -$17.6K -2,383 -18%
Truist Financial
93
Truist Financial
North Carolina
$79.9K +$6.65K +900 +9%
Mariner
94
Mariner
Kansas
$79.4K +$81.1K +10,984 New
SP
95
Stonebrook Private
Michigan
$77.1K -$236K -31,923 -75%
TWP
96
Tempus Wealth Planning
California
$76.4K +$78K +10,563 New
JWCA
97
J.W. Cole Advisors
Florida
$75K +$76.6K +10,372 New
AA
98
Ancora Advisors
Ohio
$72.3K +$73.8K +10,000 New
FFA
99
Farther Finance Advisors
California
$64.1K -$4.06K -550 -6%
Comerica Bank
100
Comerica Bank
Texas
$55.1K -$19.5K -2,645 -26%