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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
Capital Financial Services
New York
$228K
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$217K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$212K +$16.9K +1,122 +7%
CA
54
Cetera Advisors
Colorado
$197K -$1.74K -115 -0.7%
TC
55
TownSquare Capital
Utah
$196K +$951 +63 +0.4%
ASN
56
Advisory Services Network
Georgia
$195K -$2.1K -139 -0.9%
SSA
57
Schonfeld Strategic Advisors
New York
$193K +$228K +15,100 New
CG
58
Caprock Group
Idaho
$178K
SIG
59
Sargent Investment Group
Maryland
$172K
BI
60
Bramshill Investments
Florida
$163K -$1.01M -66,983 -84%
P
61
&Partners
Tennessee
$163K -$77K -5,103 -29%
SPC
62
Sigma Planning Corp
Michigan
$161K +$191K +12,667 New
KAS
63
Kestra Advisory Services
Texas
$160K +$6.43K +426 +4%
DTL
64
Dynamic Technology Lab
Singapore
$152K +$180K +11,899 New
EGA
65
Eagle Global Advisors
Texas
$150K +$178K +11,780 New
QT
66
Quantbot Technologies
New York
$144K +$171K +11,356 New
JP Morgan Chase
67
JP Morgan Chase
New York
$139K +$130K +8,605 +374%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$138K +$164K +10,840 New
Stifel Financial
69
Stifel Financial
Missouri
$136K -$6.71K -445 -4%
LMKC
70
L.M. Kohn & Company
Ohio
$131K +$154K +10,233 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$129K +$124K +8,228 +433%
CA
72
Calton & Associates
Florida
$128K +$860 +57 +0.6%
CSS
73
Cubist Systematic Strategies
Connecticut
$118K +$140K +9,250 New
GWM
74
Geneos Wealth Management
Colorado
$110K -$12K -796 -9%
SPIA
75
Steward Partners Investment Advisory
New York
$79K +$87.2K +5,776 +1,451%