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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Caprock Group
Idaho
$222K
P
52
&Partners
Tennessee
$216K -$11.1K -711 -5%
JF
53
Jump Financial
Illinois
$211K +$208K +13,300 New
Canada Life
54
Canada Life
Manitoba, Canada
$185K +$25.4K +1,622 +16%
MA
55
Montag & Associates
Georgia
$182K
KAS
56
Kestra Advisory Services
Texas
$179K +$1.14K +73 +0.6%
KeyBank National Association
57
KeyBank National Association
Ohio
$171K +$8K +511 +5%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$158K +$157K +10,000 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$150K
Bank of America
60
Bank of America
North Carolina
$110K +$108K +6,918 New
CA
61
Crewe Advisors
Utah
$83K
TWM
62
Tradition Wealth Management
Minnesota
$75K +$3.01K +192 +4%
TCWM
63
Total Clarity Wealth Management
Illinois
$49K +$48.1K +3,070 New
US Bancorp
64
US Bancorp
Minnesota
$48K
SWA
65
SOA Wealth Advisors
New York
$47K
GWM
66
Geneos Wealth Management
Colorado
$46K +$5.87K +375 +15%
JP Morgan Chase
67
JP Morgan Chase
New York
$36K
FIA
68
FNY Investment Advisers
New York
$31K +$31.3K +2,000 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$30K
GAM
70
Gemmer Asset Management
California
$17K +$13.7K +875 +438%
PA
71
PSI Advisors
Florida
$17K +$17.2K +1,100 New
Simplex Trading
72
Simplex Trading
Illinois
$13K
MSFP
73
Mark Sheptoff Financial Planning
Connecticut
$12K
DOA
74
D'Orazio & Associates
Virginia
$11K +$6.47K +413 +163%
APA
75
American Portfolios Advisors
New York
$8K