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BlackRock Credit Allocation Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$105K +$106K +10,336 New
LIG
102
Lokken Investment Group
Delaware
$105K
FWSM
103
First Wilshire Securities Management
California
$104K +$106K +10,272 New
CYG
104
Clean Yield Group
Vermont
$71K
BC
105
Bartlett & Co
Ohio
$51K +$41.1K +4,000 +393%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$50.9K +$41.1K +4,000 +393%
CFB
107
Cullen/Frost Bankers
Texas
$38.2K +$38.8K +3,767 New
Citigroup
108
Citigroup
New York
$31.4K +$2.38K +231 +8%
US Bancorp
109
US Bancorp
Minnesota
$24.9K -$5.65K -549 -18%
GWSG
110
GPS Wealth Strategies Group
Colorado
$22.8K -$23.1K -2,250 -50%
DAM
111
Delta Asset Management
Tennessee
$20.3K +$20.6K +2,000 New
EBA
112
Eagle Bay Advisors
New York
$20.3K +$20.6K +2,000 New
FPB
113
First PREMIER Bank
South Dakota
$17K
EAM
114
Eukles Asset Management
Ohio
$16.9K
SIC
115
SJS Investment Consulting
Ohio
$16.7K
PIAS
116
PCA Investment Advisory Services
Ohio
$15.5K +$15.7K +1,523 New
TFP
117
Tilia Fiduciary Partners
North Carolina
$14.9K
WB
118
Webster Bank
Connecticut
$14K
HI
119
Harbour Investments
Wisconsin
$13.4K -$18.8K -1,830 -58%
NSIM
120
North Star Investment Management
Illinois
$12.5K
AWM
121
Atticus Wealth Management
Florida
$10.2K
EWA
122
EverSource Wealth Advisors
Alabama
$9.77K
PP
123
Pacifica Partners
Canada
$9.31K +$226 +22 +2%
CTC
124
Central Trust Company
Missouri
$7.61K
GI
125
Gradient Investments
Minnesota
$6.54K +$6.63K +644 New