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BlackRock Credit Allocation Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$220K +$221K +21,746 New
KAS
77
Kestra Advisory Services
Texas
$219K +$97.6K +9,607 +80%
GMA
78
Glassy Mountain Advisors
Maryland
$216K +$217K +21,400 New
EGA
79
E&G Advisors
Texas
$214K -$29.5K -2,900 -12%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$213K -$75.5K -7,429 -26%
RVPG
81
Relative Value Partners Group
$195K -$552K -54,385 -74%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$195K +$196K +19,295 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$188K +$19.6K +1,930 +12%
SPC
84
Sigma Planning Corp
Michigan
$187K -$2.46K -242 -1%
VBCG
85
Valley Brook Capital Group
Pennsylvania
$183K
DWM
86
Dakota Wealth Management
Florida
$180K +$181K +17,806 New
HIP
87
HUB Investment Partners
Texas
$161K -$11K -1,079 -6%
SVWAG
88
Sound View Wealth Advisors Group
Georgia
$156K -$40.6K -4,000 -21%
FFA
89
First Foundation Advisors
California
$148K
OFA
90
Oak Family Advisors
Illinois
$146K
MOS
91
MGO One Seven
Ohio
$145K -$101K -9,938 -41%
PWA
92
Physician Wealth Advisors
Utah
$142K
CCB
93
Cutter & Co Brokerage
Missouri
$142K +$3.46K +341 +2%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$140K +$34.1K +3,360 +32%
IWC
95
Integrated Wealth Concepts
Massachusetts
$139K +$140K +13,770 New
IAMOG
96
Investors Asset Management of Georgia
Georgia
$136K
AAS
97
Ameritas Advisory Services
Nebraska
$136K +$136K +13,427 New
MWM
98
Melfa Wealth Management
Massachusetts
$130K +$131K +12,900 New
ONB
99
Old National Bancorp
Indiana
$129K +$130K +12,808 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$129K -$138K -13,580 -52%