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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
76
Kingsview Wealth Management
Oregon
$173K +$25.7K +1,910 +16%
CCM
77
Condor Capital Management
New Jersey
$166K -$167K -12,444 -48%
Eagle Global Advisors
78
Eagle Global Advisors
Texas
$166K – – –
CJFS
79
Coulter & Justus Financial Services
Tennessee
$160K +$171K +12,740 New
Valeo Financial Advisors
80
Valeo Financial Advisors
Indiana
$154K – – –
MHS
81
M Holdings Securities
Oregon
$153K +$164K +12,214 New
SS
82
Sunbelt Securities
Texas
$152K +$163K +12,106 New
JP Morgan Private Wealth Advisors
83
JP Morgan Private Wealth Advisors
California
$150K -$41.7K -3,101 -21%
Montag & Associates
84
Montag & Associates
Georgia
$138K – – –
RIM
85
Regent Investment Management
Kentucky
$138K +$148K +11,000 New
Comerica Bank
86
Comerica Bank
Texas
$130K – – –
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$129K +$138K +10,308 New
Steward Partners Investment Advisory
88
Steward Partners Investment Advisory
New York
$128K +$10.7K +800 +8%
Spire Wealth Management
89
Spire Wealth Management
Virginia
$96K +$103K +7,660 New
Bogart Wealth LLC
90
Bogart Wealth LLC
Virginia
$95K +$3.02K +225 +3%
CSC
91
Cove Street Capital
California
$81K – – –
Harbour Investments
92
Harbour Investments
Wisconsin
$51K +$54.9K +4,089 New
APA
93
American Portfolios Advisors
New York
$38.2K – – –
Aquatic Capital Management
94
Aquatic Capital Management
Illinois
$26K +$28.2K +2,100 New
Gradient Investments
95
Gradient Investments
Minnesota
$25K – – –
JP Morgan Chase
96
JP Morgan Chase
New York
$22K +$23.7K +1,767 New
PEAK6 Investments
97
PEAK6 Investments
Illinois
$20.6K -$36K -2,679 -59%
IFP Advisors
98
IFP Advisors
Florida
$19K – – –
AWM
99
AllSquare Wealth Management
New York
$16K – – –
GWSG
100
GPS Wealth Strategies Group
Colorado
$16K – – –