We are live on ! Find out more
BTZ icon

BlackRock Credit Allocation Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$194K
MFA
77
Mayflower Financial Advisors
Massachusetts
$192K -$22.1K -2,026 -11%
FFWM
78
Future Financial Wealth Management
Ohio
$192K
Stifel Financial
79
Stifel Financial
Missouri
$189K -$13.2K -1,213 -7%
EGA
80
E&G Advisors
Texas
$188K
IWC
81
Integrated Wealth Concepts
Massachusetts
$185K +$4.42K +405 +3%
CIA
82
Concurrent Investment Advisors
Florida
$184K +$7.26K +665 +4%
PWPS
83
Pinnacle Wealth Planning Services
Ohio
$175K -$51.2K -4,692 -23%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$171K
CP
85
Creekside Partners
California
$164K +$393 +36 +0.2%
CCB
86
Cutter & Co Brokerage
Missouri
$162K +$2.17K +199 +1%
HighTower Advisors
87
HighTower Advisors
Illinois
$158K -$72.5K -6,644 -32%
SVWAG
88
Sound View Wealth Advisors Group
Georgia
$158K -$7.82K -716 -5%
SWP
89
Semus Wealth Partners
Florida
$156K -$75.5K -6,914 -33%
Lazard Asset Management
90
Lazard Asset Management
New York
$156K
CGA
91
Crescent Grove Advisors
Illinois
$152K
IAMOG
92
Investors Asset Management of Georgia
Georgia
$152K
MWM
93
Melfa Wealth Management
Massachusetts
$149K
CA
94
Clearstead Advisors
Ohio
$145K -$85.4K -7,820 -38%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$143K
MC
96
Moors & Cabot
Massachusetts
$135K -$5.46K -500 -4%
OFA
97
Oak Family Advisors
Illinois
$135K
MOS
98
MGO One Seven
Ohio
$132K +$2.3K +211 +2%
PWA
99
Physician Wealth Advisors
Utah
$132K -$31K -2,839 -19%
LFAS
100
Level Four Advisory Services
Texas
$131K +$132K +12,119 New