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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$270K -$8.39K -1,457 -3%
IFG
52
Independent Financial Group
California
$261K
VF
53
Virtu Financial
New York
$253K +$88.7K +15,398 +50%
KAS
54
Kestra Advisory Services
Texas
$225K -$20.9K -3,621 -8%
CWP
55
Curated Wealth Partners
California
$211K
Northern Trust
56
Northern Trust
Illinois
$206K -$28.7K -4,975 -12%
Lido Advisors
57
Lido Advisors
California
$174K +$1.38K +240 +0.9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$166K -$409K -70,996 -70%
JF
59
Jump Financial
Illinois
$156K +$164K +28,469 New
AFG
60
Atomi Financial Group
New York
$153K +$85.5K +14,841 +113%
DTL
61
Dynamic Technology Lab
Singapore
$144K +$152K +26,406 New
US Bancorp
62
US Bancorp
Minnesota
$139K +$135K +23,450 +1,178%
JP Morgan Chase
63
JP Morgan Chase
New York
$134K +$141K +24,435 New
M&T Bank
64
M&T Bank
New York
$132K
MCFP
65
Mallini Complete Financial Planning
Florida
$131K +$3.44K +598 +3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$130K -$11.4K -1,985 -8%
PC
67
Permanens Capital
New York
$117K
Marshall Wace
68
Marshall Wace
United Kingdom
$112K -$2.75M -477,818 -96%
Ameriprise
69
Ameriprise
Minnesota
$111K -$6.41K -1,113 -5%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$106K
SFS
71
Sowell Financial Services
Arkansas
$105K +$110K +19,147 New
E3F
72
Eight 31 Financial
Texas
$103K +$4.84K +841 +5%
Stifel Financial
73
Stifel Financial
Missouri
$102K -$18.2K -3,163 -15%
JIC
74
Joel Isaacson & Co
New York
$91.4K
SG
75
StoneX Group
New York
$86.7K +$91.3K +15,852 New