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BlackRock TCP Capital

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$161K +$160K +18,500 New
EW
77
Evoke Wealth
California
$157K
VCA
78
Verdence Capital Advisors
Maryland
$151K +$45.4K +5,250 +43%
Corient Private Wealth
79
Corient Private Wealth
Florida
$149K +$148K +17,118 New
OC
80
Oppenheimer & Co
New York
$148K -$150K -17,298 -50%
JIC
81
Joel Isaacson & Co
New York
$146K
TSS
82
Two Sigma Securities
New York
$141K +$140K +16,141 New
BCWM
83
Bartlett & Co Wealth Management
Ohio
$139K +$34.6K +4,000 +33%
Goldman Sachs
84
Goldman Sachs
New York
$134K +$38.9K +4,498 +41%
SWM
85
SeaCrest Wealth Management
New York
$130K +$20.3K +2,350 +19%
SWM
86
Sanctuary Wealth Management
Idaho
$125K
RBC
87
Romano Brothers & Co
Illinois
$123K -$8.65K -1,000 -7%
AWS
88
Atria Wealth Solutions
New York
$121K -$11.2K -1,295 -8%
SS
89
Sunbelt Securities
Texas
$116K
ET
90
Entropy Technologies
New York
$115K +$114K +13,193 New
AFG
91
Atomi Financial Group
New York
$115K +$2.96K +342 +3%
SPIA
92
Steward Partners Investment Advisory
New York
$114K -$9.52K -1,101 -8%
LWM
93
Lakeridge Wealth Management
Ohio
$113K
AAS
94
Avantax Advisory Services
Texas
$112K -$1.38K -159 -1%
SWM
95
Spire Wealth Management
Virginia
$111K -$5.5K -636 -5%
FCI
96
Financial Counselors Inc
Kansas
$109K
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$109K -$37.8K -4,373 -26%
AWM
98
Accel Wealth Management
Iowa
$105K
BWL
99
Bogart Wealth LLC
Virginia
$103K
IAS
100
Insigneo Advisory Services
Florida
$103K +$804 +93 +0.8%