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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$168K -$14.7K -955 -8%
KeyBank National Association
52
KeyBank National Association
Ohio
$156K +$158K +10,262 New
Canada Life
53
Canada Life
Manitoba, Canada
$152K +$8.69K +564 +6%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$144K
PCM
55
Pinz Capital Management
New York
$106K +$108K +7,000 New
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$83K +$83.7K +5,435 New
CA
57
Crewe Advisors
Utah
$80K -$34.7K -2,250 -30%
TWM
58
Tradition Wealth Management
Minnesota
$69K +$8.69K +564 +14%
Group One Trading
59
Group One Trading
Illinois
$53K +$52.4K +3,400 +3,400%
US Bancorp
60
US Bancorp
Minnesota
$46K
SWA
61
SOA Wealth Advisors
New York
$45K
GWM
62
Geneos Wealth Management
Colorado
$39K +$909 +59 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$35K -$126K -8,198 -78%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$28K
TRCT
65
Tower Research Capital (TRC)
New York
$26K +$22.2K +1,440 +646%
PI
66
PEAK6 Investments
Illinois
$24K -$27K -1,754 -53%
Simplex Trading
67
Simplex Trading
Illinois
$13K -$54.6K -3,543 -80%
MSFP
68
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.6K +750 New
Deutsche Bank
69
Deutsche Bank
Germany
$9K +$9.24K +600 New
APA
70
American Portfolios Advisors
New York
$7.67K
SPIA
71
Steward Partners Investment Advisory
New York
$6K -$11.2K -725 -65%
DOA
72
D'Orazio & Associates
Virginia
$4K +$92 +6 +2%
GAM
73
Gemmer Asset Management
California
$3K +$3.08K +200 New
AF
74
Allworth Financial
California
$2K
HI
75
Harbour Investments
Wisconsin
$2K +$46 +3 +2%