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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
HB Wealth Management
Georgia
$101K +$90.9K +13,750 New
SP
77
Successful Portfolios
Florida
$99.6K -$165 -25 -0.2%
MFG
78
Merit Financial Group
Georgia
$99.4K +$89.5K +13,540 New
DJYG
79
David J. Yvars Group
Florida
$98.5K +$7.01K +1,060 +9%
Creative Planning
80
Creative Planning
Kansas
$96.4K
BRWA
81
B. Riley Wealth Advisors
Florida
$96.2K -$20.8K -3,144 -19%
CSB
82
City State Bank
Iowa
$94.8K
LFAS
83
Level Four Advisory Services
Texas
$94.7K -$21.8K -3,298 -20%
QC
84
Quantedge Capital
Singapore
$93.4K -$408K -61,700 -83%
CA
85
Clearstead Advisors
Ohio
$93.3K -$35.5K -5,369 -30%
WAM
86
Wolverine Asset Management
Illinois
$88.3K +$79.5K +12,034 New
BC
87
Barrett & Company
Rhode Island
$84.4K
4A
88
4Wealth Advisors
Illinois
$80.9K
Mariner
89
Mariner
Kansas
$80.7K -$64.3K -9,722 -47%
PWP
90
Precedent Wealth Partners
Texas
$80K +$72K +10,900 New
NW
91
NewEdge Wealth
Pennsylvania
$79.9K
Bank of New York Mellon
92
Bank of New York Mellon
New York
$78.3K +$70.5K +10,662 New
SAG
93
Susquehanna Advisors Group
Pennsylvania
$77.8K
PL
94
Plancorp LLC
Missouri
$73.4K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$69K +$1.79K +271 +3%
Wells Fargo
96
Wells Fargo
California
$60.7K -$36.6K -5,538 -40%
Comerica Bank
97
Comerica Bank
Texas
$54K +$1.91K +289 +4%
AAS
98
Ameritas Advisory Services
Nebraska
$53.6K +$48.2K +7,300 New
NFSG
99
Newbridge Financial Services Group
Florida
$51.3K +$46.2K +6,990 New
GWM
100
Geneos Wealth Management
Colorado
$48.1K -$5.17K -782 -11%