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BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$71K – – –
NW
77
NewEdge Wealth
Pennsylvania
$71K – – –
SAG
78
Susquehanna Advisors Group
Pennsylvania
$69.9K – – –
SFS
79
Sowell Financial Services
Arkansas
$67.3K +$1.18K +176 +2%
PL
80
Plancorp LLC
Missouri
$65.9K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.23K +183 +2%
Comerica Bank
82
Comerica Bank
Texas
$51.9K +$5.48K +815 +12%
KAS
83
Kestra Advisory Services
Texas
$37.9K +$38.7K +5,749 New
BlackRock
84
BlackRock
New York
$33K – – –
WA
85
WPG Advisers
Maryland
$30K +$16.9K +2,506 +123%
AUB
86
Atlantic Union Bankshares
Virginia
$16.1K – – –
SAG
87
SageView Advisory Group
California
$13.4K +$13.7K +2,040 New
EB
88
Eastern Bank
Massachusetts
$12.3K – – –
CFB
89
Cullen/Frost Bankers
Texas
$8.24K +$8.41K +1,250 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$8.14K +$1.01K +150 +14%
OCM
91
Osbon Capital Management
Massachusetts
$7.91K +$8.07K +1,200 New
CT
92
Caldwell Trust
Florida
$6.59K -$6.73K -1,000 -50%
IRC
93
Investors Research Corp
Georgia
$5.59K – – –
MCM
94
MAI Capital Management
Ohio
$4.51K – – –
HWP
95
Highline Wealth Partners
California
$3.29K – – –
SC
96
Swan Capital
Florida
$2.24K – – –
PWMG
97
Prestige Wealth Management Group
New Jersey
$310 – – –
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
– -$1.94M -289,409 Closed
Millennium Management
99
Millennium Management
New York
– -$621K -92,674 Closed
HF
100
HRT Financial
New York
– -$495K -74,026 Closed