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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Evoke Wealth
California
$149K – – –
EFS
77
Essex Financial Services
Connecticut
$147K +$171K +17,840 New
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$140K – – –
JIC
79
Joel Isaacson & Co
New York
$139K – – –
Atria Wealth Solutions
80
Atria Wealth Solutions
New York
$126K +$2.44K +254 +2%
RBC
81
Romano Brothers & Co
Illinois
$125K – – –
SWM
82
Sanctuary Wealth Management
Idaho
$119K -$28.3K -2,947 -17%
Brevan Howard Capital Management
83
Brevan Howard Capital Management
Jersey
$119K +$138K +14,357 New
Steward Partners Investment Advisory
84
Steward Partners Investment Advisory
New York
$118K – – –
Aquatic Capital Management
85
Aquatic Capital Management
Illinois
$114K +$32.7K +3,400 +33%
SS
86
Sunbelt Securities
Texas
$112K +$288 +30 +0.2%
Spire Wealth Management
87
Spire Wealth Management
Virginia
$111K +$1.64K +171 +1%
Avantax Advisory Services
88
Avantax Advisory Services
Texas
$108K +$19.2K +2,000 +18%
LWM
89
Lakeridge Wealth Management
Ohio
$108K – – –
Atomi Financial Group
90
Atomi Financial Group
New York
$106K – – –
BFA
91
Beaumont Financial Advisors
Massachusetts
$105K +$4.79K +498 +4%
SWM
92
SeaCrest Wealth Management
New York
$104K -$30.7K -3,200 -20%
FCI
93
Financial Counselors Inc
Kansas
$104K – – –
CCM
94
Condor Capital Management
New Jersey
$103K -$50.3K -5,239 -30%
VCA
95
Verdence Capital Advisors
Maryland
$100K +$116K +12,100 New
JCFM
96
JBR Co Financial Management
Oklahoma
$99.7K – – –
Bartlett & Co Wealth Management
97
Bartlett & Co Wealth Management
Ohio
$99.5K -$48K -5,000 -29%
AWM
98
Accel Wealth Management
Iowa
$99.5K +$19.2K +2,000 +20%
Bogart Wealth LLC
99
Bogart Wealth LLC
Virginia
$97.9K – – –
IAS
100
Insigneo Advisory Services
Florida
$96.9K -$4.87K -507 -4%