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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$127K +$122K +10,768 New
AI
52
Atom Investors
Texas
$125K +$120K +10,602 New
PWG
53
Portside Wealth Group
Utah
$124K +$119K +10,550 New
SL
54
Summitry LLC
California
$118K
CG
55
CFO4Life Group
Texas
$118K +$113K +10,000 New
TWM
56
Tradition Wealth Management
Minnesota
$108K +$14K +1,243 +16%
SIS
57
Sound Income Strategies
Florida
$65.5K -$7.89M -698,230 -99%
Bank of America
58
Bank of America
North Carolina
$62.8K +$12K +1,062 +25%
QT
59
Quantbot Technologies
New York
$52.4K +$50.3K +4,449 New
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$45.2K +$16.9K +1,500 +64%
SWA
61
SOA Wealth Advisors
New York
$35.3K
US Bancorp
62
US Bancorp
Minnesota
$35.3K
GWSG
63
GPS Wealth Strategies Group
Colorado
$27.4K +$7.27K +644 +38%
JP Morgan Chase
64
JP Morgan Chase
New York
$27.1K
ACM
65
Aquatic Capital Management
Illinois
$19K +$18.1K +1,600 New
TF
66
Tompkins Financial
New York
$17.1K
GWM
67
Geneos Wealth Management
Colorado
$15.5K
SSG
68
Summit Securities Group
New York
$12K +$11.3K +1,000 New
S
69
SignatureFD
Georgia
$11.8K -$3.95K -350 -26%
QL
70
Quarry LP
New York
$11.3K +$10.8K +960 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$9K -$56.5K -5,000 -86%
CWM
72
Cedar Wealth Management
California
$7.66K
VWM
73
Venturi Wealth Management
Texas
$5.89K +$5.65K +500 New
PA
74
PSI Advisors
Florida
$5.6K
HI
75
Harbour Investments
Wisconsin
$3.45K