Stock TransactionsBLACKROCK CAP ALLOCATION TER

Total Bought
551,525
9 transactions
Total Sold
346,942
12 transactions
Net
+204,583
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SIT INVESTMENT ASSOCIATES INC319,323675,085+355,7620.120.26+0.14buy
Thomas J. Herzfeld Advisors, Inc.1,70088,160+86,4600.010.52+0.51buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28,065100,663+72,5980.100.36+0.26buy
Alpine Global Management, LLC135,000151,000+16,0000.550.49-0.06buy
JOURNEY STRATEGIC WEALTH LLC10,00020,250+10,2500.010.01+0.01buy
TRANSCEND CAPITAL ADVISORS, LLC55,37260,772+5,4000.070.08+0.01buy
Ironsides Asset Advisors, LLC25,52729,133+3,6060.170.17+0.00buy
Fountainhead AM, LLC46,64947,570+9210.190.20+0.00buy
Amplius Wealth Advisors, LLC35,82436,352+5280.060.07+0.00buy
CALTON & ASSOCIATES, INC.26,16725,310-8570.160.21+0.05sell
Camelot Portfolios, LLC24,50023,500-1,0000.220.38+0.17sell
Hilltop Holdings Inc.12,66711,167-1,5000.020.02-0.00sell
Claro Advisors LLC17,73615,802-1,9340.060.05-0.01sell
Mathes Company, Inc.95,75093,500-2,2500.590.58-0.01sell
BFSG, LLC2,741490-2,2510.000.00+0.00sell
PRIVATE MANAGEMENT GROUP INC150,655147,495-3,1600.090.09+0.01sell
Consolidated Portfolio Review Corp89,62285,868-3,7540.310.38+0.07sell
Karpus Management, Inc.26,60012,150-14,4500.010.01-0.01sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.124,57072,776-51,7940.170.11-0.06sell
1607 Capital Partners, LLC187,32883,928-103,4000.200.11-0.08sell
RIVERNORTH CAPITAL MANAGEMENT, LLC4,930,6674,770,075-160,5923.533.84+0.31sell
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