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BlackRock Credit Allocation Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$47K +$47.3K +3,550 New
Creative Planning
102
Creative Planning
Kansas
$40K
CPIG
103
Chicago Partners Investment Group
Illinois
$36K
GBBWRPM
104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K +$30.3K +2,276 New
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$26K +$280 +21 +1%
FPB
106
First PREMIER Bank
South Dakota
$23K +$22.6K +1,700 New
NSIM
107
North Star Investment Management
Illinois
$22K +$373 +28 +2%
PCM
108
Penserra Capital Management
California
$20K +$5.54K +416 +37%
EWM
109
Endurance Wealth Management
Rhode Island
$20K +$19.8K +1,489 New
WP
110
WealthPLAN Partners
Nebraska
$15.7K -$15.3K -1,145 -49%
Citigroup
111
Citigroup
New York
$14K -$280 -21 -2%
BC
112
Bartlett & Co
Ohio
$14K
Barclays
113
Barclays
United Kingdom
$13K
NFG
114
Next Financial Group
Texas
$9K
SEI Investments
115
SEI Investments
Pennsylvania
$9K +$8.82K +662 New
GWM
116
Geneos Wealth Management
Colorado
$8K +$1.6K +120 +23%
CHP
117
Cable Hill Partners
Oregon
$7K +$7.58K +569 New
CFS
118
Commonwealth Financial Services
West Virginia
$6K
M
119
MOTCO
Texas
$6K
JIC
120
Joel Isaacson & Co
New York
$4K
WA
121
WFG Advisors
Texas
$3K
HNB
122
Huntington National Bank
Ohio
$1K
1CP
123
1607 Capital Partners
Virginia
-$2.28M -175,000 Closed
SFS
124
Shaker Financial Services
Virginia
-$736K -56,500 Closed
CA
125
Cornerstone Advisors
North Carolina
-$513K -39,429 Closed