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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$212K -$4.08K -359 -2%
JF
77
Jump Financial
Illinois
$198K +$195K +17,200 New
KAS
78
Kestra Advisory Services
Texas
$186K +$183K +16,161 New
GC
79
Grimes & Company
Massachusetts
$165K +$162K +14,274 New
SPIA
80
Steward Partners Investment Advisory
New York
$164K +$24.2K +2,130 +18%
SS
81
Sunbelt Securities
Texas
$164K +$375 +33 +0.2%
AWS
82
Atria Wealth Solutions
New York
$162K -$12K -1,055 -7%
ATI
83
ARK & TLK Investments
Oklahoma
$159K +$156K +13,749 New
S
84
SignatureFD
Georgia
$156K +$64.7K +5,700 +73%
SWM
85
Spire Wealth Management
Virginia
$149K +$19.6K +1,730 +16%
Comerica Bank
86
Comerica Bank
Texas
$146K +$28.9K +2,550 +25%
FCI
87
Financial Counselors Inc
Kansas
$144K
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$138K -$45.5K -4,005 -25%
BWL
89
Bogart Wealth LLC
Virginia
$136K
AWM
90
Axxcess Wealth Management
California
$120K
CW
91
CreativeOne Wealth
Kansas
$118K +$116K +10,189 New
HI
92
Harbour Investments
Wisconsin
$99.9K -$39.1K -3,445 -28%
JP Morgan Chase
93
JP Morgan Chase
New York
$98.4K +$95.7K +8,428 +8,779%
MIA
94
MeadowBrook Investment Advisors
Michigan
$79.3K +$78K +6,868 New
TAM
95
Tucker Asset Management
Colorado
$74.3K +$73.1K +6,442 New
CIA
96
Cape Investment Advisory
Georgia
$74.2K +$73K +6,433 New
OIA
97
Optimum Investment Advisors
Illinois
$57.7K
BI
98
Bramshill Investments
Florida
$36.3K
IAIM
99
International Assets Investment Management
Florida
$35.7K +$4.27M +376,278 +1,054%
MBFW
100
Morton Brown Family Wealth
Pennsylvania
$32.5K +$31.9K +2,812 New