We are live on ! Find out more
BTZ icon

BlackRock Credit Allocation Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$146K
CCM
102
Canal Capital Management
Virginia
$145K +$144K +13,138 New
MFS
103
Miller Financial Services
Michigan
$144K
P
104
&Partners
Tennessee
$143K +$14.2K +1,292 +10%
MAG
105
MRA Advisory Group
New Jersey
$142K +$11.5K +1,044 +9%
OC
106
Oarsman Capital
Wisconsin
$128K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$127K
PEA
108
Park Edge Advisors
Ohio
$124K +$2.77K +252 +2%
WS
109
Wedbush Securities
California
$124K -$32.7K -2,971 -21%
TWP
110
Tyche Wealth Partners
Texas
$122K
OFA
111
Oak Family Advisors
Illinois
$121K
PFO
112
PMG Family Office
Texas
$121K +$120K +10,927 New
PMG
113
ProVise Management Group
Florida
$116K
EH
114
Equitable Holdings
New York
$113K +$112K +10,216 New
PWA
115
Physician Wealth Advisors
Utah
$111K
ASN
116
Advisory Services Network
Georgia
$103K +$102K +9,316 New
NFSG
117
Newbridge Financial Services Group
Florida
$86.5K
AAS
118
Ameritas Advisory Services
Nebraska
$77K
NWMP
119
Noble Wealth Management PBC
Colorado
$71.2K +$70.8K +6,441 New
MCM
120
MAI Capital Management
Ohio
$67K -$110 -10 -0.2%
WA
121
WPG Advisers
Maryland
$66.6K -$1.86K -169 -3%
EB
122
Eastern Bank
Massachusetts
$62.7K
CJ
123
Caitlin John
Michigan
$58.6K +$58.3K +5,300 New
Comerica Bank
124
Comerica Bank
Texas
$44.9K +$25.8K +2,345 +136%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$44.2K -$4.4K -400 -9%