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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atom Investors
Texas
$146K +$38.3K +3,360 +32%
Northern Trust
52
Northern Trust
Illinois
$143K +$16.4K +1,440 +12%
Jane Street
53
Jane Street
New York
$141K +$154K +13,517 New
PCIA
54
Prime Capital Investment Advisors
Kansas
$139K +$151K +13,275 New
Two Sigma Investments
55
Two Sigma Investments
New York
$136K +$148K +12,966 New
P
56
&Partners
Tennessee
$123K +$331 +29 +0.2%
PWG
57
Portside Wealth Group
Utah
$121K +$12.8K +1,125 +11%
LMKC
58
L.M. Kohn & Company
Ohio
$115K
Stifel Financial
59
Stifel Financial
Missouri
$114K +$1.7K +149 +1%
CG
60
CFO4Life Group
Texas
$105K
TWM
61
Tradition Wealth Management
Minnesota
$99K +$3.3K +289 +3%
Bank of America
62
Bank of America
North Carolina
$61.1K +$5.79K +508 +10%
SIS
63
Sound Income Strategies
Florida
$49.4K -$9.59K -841 -15%
QT
64
Quantbot Technologies
New York
$39.2K -$8.01K -702 -16%
SWA
65
SOA Wealth Advisors
New York
$31.4K
US Bancorp
66
US Bancorp
Minnesota
$31.4K
PA
67
Parallel Advisors
California
$26.1K +$28.5K +2,500 New
FMII
68
Farmers & Merchants Investments Inc
Nebraska
$24.4K -$17.1K -1,500 -39%
GWSG
69
GPS Wealth Strategies Group
Colorado
$24.3K
JP Morgan Chase
70
JP Morgan Chase
New York
$24.1K
QL
71
Quarry LP
New York
$22.9K +$14K +1,227 +128%
GWM
72
Geneos Wealth Management
Colorado
$18.5K +$5.13K +450 +34%
TF
73
Tompkins Financial
New York
$15.2K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.28K +200 +25%
CWM
75
Cedar Wealth Management
California
$6.8K