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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Cercano Management
Washington
$227K +$240K +21,724 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$223K +$236K +21,359 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$206K -$27.9K -2,526 -11%
N
79
Natixis
France
$201K
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$191K +$69.6K +6,300 +53%
EW
81
Evoke Wealth
California
$188K +$199K +18,019 New
CA
82
Cetera Advisors
Colorado
$185K +$196K +17,733 New
BCWM
83
Bartlett & Co Wealth Management
Ohio
$177K -$22.1K -2,000 -11%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$176K +$186K +16,838 New
JIC
85
Joel Isaacson & Co
New York
$174K +$185K +16,710 New
SWM
86
SeaCrest Wealth Management
New York
$164K -$60.5K -5,472 -26%
Millennium Management
87
Millennium Management
New York
$163K -$1.7M -153,654 -91%
TCM
88
Triumph Capital Management
Colorado
$162K +$175K +15,867 New
RBC
89
Romano Brothers & Co
Illinois
$157K +$167K +15,075 New
GC
90
Grimes & Company
Massachusetts
$154K +$5.66K +512 +4%
SPIA
91
Steward Partners Investment Advisory
New York
$148K
SS
92
Sunbelt Securities
Texas
$148K
S
93
SignatureFD
Georgia
$145K +$4.39K +397 +3%
AWS
94
Atria Wealth Solutions
New York
$141K -$9.96K -901 -6%
LWM
95
Lakeridge Wealth Management
Ohio
$136K +$144K +13,024 New
SWM
96
Spire Wealth Management
Virginia
$135K +$973 +88 +0.7%
AFG
97
Atomi Financial Group
New York
$134K +$142K +12,809 New
Comerica Bank
98
Comerica Bank
Texas
$132K
FCI
99
Financial Counselors Inc
Kansas
$130K
Bank of New York Mellon
100
Bank of New York Mellon
New York
$124K +$132K +11,921 New