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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
Insigneo Advisory Services
Florida
$112K
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$110K +$22.2K +2,890 +24%
SWM
78
SeaCrest Wealth Management
New York
$110K +$114K +14,771 New
SP
79
Successful Portfolios
Florida
$109K -$1.54K -200 -1%
Creative Planning
80
Creative Planning
Kansas
$103K -$5.77K -750 -5%
C
81
Covestor
United Kingdom
$86K +$2.7K +351 +3%
BC
82
Barrett & Company
Rhode Island
$85.5K -$8.17K -1,062 -8%
AAS
83
Avantax Advisory Services
Texas
$82.2K +$85K +11,047 New
4A
84
4Wealth Advisors
Illinois
$82K +$84.8K +11,021 New
NW
85
NewEdge Wealth
Pennsylvania
$80.1K
MML Investors Services
86
MML Investors Services
Massachusetts
$80K +$83.2K +10,811 New
JWCA
87
J.W. Cole Advisors
Florida
$79.8K +$1.35K +176 +2%
DJYG
88
David J. Yvars Group
Florida
$79.6K +$2.97K +386 +4%
SAG
89
Susquehanna Advisors Group
Pennsylvania
$78.9K +$81.5K +10,600 New
CA
90
CoreCap Advisors
Michigan
$74.4K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$66K +$1.46K +190 +2%
Comerica Bank
92
Comerica Bank
Texas
$61.4K +$1.22K +158 +2%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$51.1K +$51.2K +6,660 New
CA
94
Clearstead Advisors
Ohio
$41.7K -$87.7K -11,402 -67%
BlackRock
95
BlackRock
New York
$37.2K
MHIP
96
Mountain Hill Investment Partners
New Jersey
$22.3K +$23.1K +3,000 New
CT
97
Caldwell Trust
Florida
$14.9K
NRG
98
Nemes Rush Group
Michigan
$9.72K -$9.18K -1,193 -48%
FFA
99
Farther Finance Advisors
California
$9.11K -$51.4K -6,685 -85%
WA
100
WPG Advisers
Maryland
$8.39K +$8.68K +1,128 New