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BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
101
M&R Capital Management
New Jersey
$10.1K
FFA
102
Farther Finance Advisors
California
$8.53K
First Manhattan
103
First Manhattan
New York
$7.91K
RFG
104
RFP Financial Group
Georgia
$5.92K
BFEC
105
Benjamin F. Edwards & Company
Missouri
$4K
TJHA
106
Thomas J. Herzfeld Advisors
Florida
$3.63K +$76 +10 +2%
CAM
107
Chesapeake Asset Management
New York
$3.48K
LWCFA
108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15K
SC
109
Stephens Consulting
Michigan
$1.81K
Barclays
110
Barclays
United Kingdom
$1.28K +$15 +2 +1%
PWMG
111
Prestige Wealth Management Group
New Jersey
$328
BBHC
112
Brown Brothers Harriman & Co
New York
$153 +$168 +22 New
PGAM
113
Princeton Global Asset Management
New Jersey
$80 +$84 +11 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$7 +$8 +1 New
PIWA
115
Prevail Innovative Wealth Advisors
Kansas
-$3.57M -454,404 Closed
SFS
116
Shaker Financial Services
Virginia
-$236K -30,000 Closed
BEC
117
Blue Edge Capital
Virginia
-$217K -27,624 Closed
IFG
118
Independent Financial Group
California
-$200K -25,500 Closed
DWT
119
Dorsey & Whitney Trust
South Dakota
-$162K -20,700 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$82.6K -10,524 Closed
SCM
121
Sterneck Capital Management
Missouri
-$79.8K -10,161 Closed
PI
122
PFG Investments
New York
-$79.3K -10,100 Closed
GWM
123
Geneos Wealth Management
Colorado
-$4.32K -550 Closed
CAS
124
Coppell Advisory Solutions
Texas
-$3.95K -509 Closed
GWS
125
Glassman Wealth Services
Virginia
-$2.21K -282 Closed