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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
51
L.M. Kohn & Company
Ohio
$127K
SL
52
Summitry LLC
California
$121K
TWM
53
Tradition Wealth Management
Minnesota
$96K +$14.1K +1,208 +18%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$70K +$64.2K +5,500 +1,833%
Bank of America
55
Bank of America
North Carolina
$51.6K +$26.4K +2,261 +112%
SWA
56
SOA Wealth Advisors
New York
$36.2K
US Bancorp
57
US Bancorp
Minnesota
$36.2K
BAM
58
Belpointe Asset Management
Nevada
$29.8K
Group One Trading
59
Group One Trading
Illinois
$28.8K -$4.48K -384 -14%
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$28.2K
JP Morgan Chase
61
JP Morgan Chase
New York
$28K -$12 -1 -0%
GWSG
62
GPS Wealth Strategies Group
Colorado
$20.3K +$19.6K +1,683 New
TF
63
Tompkins Financial
New York
$17.5K
S
64
SignatureFD
Georgia
$16.3K +$1.17K +100 +8%
GWM
65
Geneos Wealth Management
Colorado
$15.9K
AIP
66
Ahrens Investment Partners
Louisiana
$12.1K +$11.7K +1,000 New
CWM
67
Cedar Wealth Management
California
$7.85K
FFA
68
Farther Finance Advisors
California
$6.04K
PA
69
PSI Advisors
Florida
$5.74K
TRCT
70
Tower Research Capital (TRC)
New York
$5K -$27.2K -2,328 -84%
SPIA
71
Steward Partners Investment Advisory
New York
$4.81K
HI
72
Harbour Investments
Wisconsin
$3.54K
TWA
73
TCI Wealth Advisors
Arizona
$2.5K
EIM
74
Essex Investment Management
Massachusetts
$2.31K +$2.23K +191 New
WP
75
WealthPLAN Partners
Nebraska
$2.28K +$2.21K +189 New