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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$230K +$224K +12,785 New
KAS
52
Kestra Advisory Services
Texas
$210K +$6.13K +350 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$207K +$202K +11,531 New
Canada Life
54
Canada Life
Manitoba, Canada
$201K -$6.78K -387 -3%
Fisher Asset Management
55
Fisher Asset Management
Washington
$191K +$186K +10,637 New
SL
56
Summitry LLC
California
$180K +$175K +10,000 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$170K
GWM
58
Geneos Wealth Management
Colorado
$104K +$51.5K +2,943 +102%
TWM
59
Tradition Wealth Management
Minnesota
$94K +$8.65K +494 +10%
Group One Trading
60
Group One Trading
Illinois
$66K +$64K +3,654 New
TCWM
61
Total Clarity Wealth Management
Illinois
$60K +$4.64K +265 +9%
US Bancorp
62
US Bancorp
Minnesota
$54K
SWA
63
SOA Wealth Advisors
New York
$53K
JP Morgan Chase
64
JP Morgan Chase
New York
$41K
Bank of America
65
Bank of America
North Carolina
$39K -$83.5K -4,768 -69%
AIP
66
Ahrens Investment Partners
Louisiana
$36K +$35K +2,000 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$34K
CWM
68
Cedar Wealth Management
California
$31K +$30.6K +1,750 New
RIM
69
Rockbridge Investment Management
New York
$21K +$20.5K +1,170 New
GAM
70
Gemmer Asset Management
California
$19K
MSFP
71
Mark Sheptoff Financial Planning
Connecticut
$13K
SCA
72
Snowden Capital Advisors
New York
$10K +$10.2K +585 New
APA
73
American Portfolios Advisors
New York
$9.07K
RPCONE
74
Retirement Planning Company of New England
Rhode Island
$8K +$8.44K +482 New
SPIA
75
Steward Partners Investment Advisory
New York
$7K