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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$137K -$19.5K -1,904 -13%
CA
52
Calton & Associates
Florida
$134K +$126K +12,347 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$134K +$126K +12,344 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$134K -$27.7K -2,706 -18%
ASN
55
Advisory Services Network
Georgia
$134K -$17.4K -1,697 -12%
DTL
56
Dynamic Technology Lab
Singapore
$133K +$126K +12,271 New
Northern Trust
57
Northern Trust
Illinois
$123K -$24.3K -2,377 -17%
Stifel Financial
58
Stifel Financial
Missouri
$119K +$624 +61 +0.6%
DI
59
DFPG Investments
Utah
$116K +$108K +10,587 New
P
60
&Partners
Tennessee
$114K -$12.8K -1,247 -11%
CG
61
CFO4Life Group
Texas
$109K
SL
62
Summitry LLC
California
$109K +$102K +10,000 New
TWM
63
Tradition Wealth Management
Minnesota
$107K +$3.61K +353 +4%
CIA
64
Cape Investment Advisory
Georgia
$79.1K +$74.6K +7,287 New
US Bancorp
65
US Bancorp
Minnesota
$69.3K +$34.6K +3,378 +113%
Bank of America
66
Bank of America
North Carolina
$60.2K -$3.09K -302 -5%
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$49.2K +$22.5K +2,200 +94%
SIS
68
Sound Income Strategies
Florida
$46.3K -$4.74K -463 -10%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$39.1K -$142K -13,866 -79%
QL
70
Quarry LP
New York
$34.1K +$9.78K +956 +44%
SWA
71
SOA Wealth Advisors
New York
$32.6K
Group One Trading
72
Group One Trading
Illinois
$29.1K +$27.4K +2,680 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$25.3K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$25K +$13K +1,275 +128%
GWM
75
Geneos Wealth Management
Colorado
$19.2K