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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$99.7K +$114K +12,415 New
DCM
52
Dudley Capital Management
Virginia
$97.2K +$13.7K +1,500 +14%
CG
53
CFO4Life Group
Texas
$92.3K +$13.7K +1,500 +15%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$91.8K -$8.24K -900 -7%
HighTower Advisors
55
HighTower Advisors
Illinois
$90K -$2.02K -221 -2%
DAS
56
Diversify Advisory Services
Utah
$87.2K -$24.1K -2,635 -20%
ASN
57
Advisory Services Network
Georgia
$83.8K -$9.7K -1,059 -9%
SL
58
Summitry LLC
California
$80.3K
QT
59
Quantbot Technologies
New York
$75K +$23K +2,511 +37%
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$66.4K -$14.3K -1,565 -16%
EWA
61
EverSource Wealth Advisors
Alabama
$61.8K +$64.1K +7,000 New
US Bancorp
62
US Bancorp
Minnesota
$53.1K +$467 +51 +0.8%
QL
63
Quarry LP
New York
$34.9K +$39.8K +4,349 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$33.7K +$38.3K +4,183 +24,606%
Bank of America
65
Bank of America
North Carolina
$31.6K -$15.7K -1,709 -30%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$28.9K
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$27.7K
SWA
68
SOA Wealth Advisors
New York
$24.1K
JP Morgan Chase
69
JP Morgan Chase
New York
$24.1K +$6.41K +700 +30%
SIS
70
Sound Income Strategies
Florida
$23.8K -$4.29K -468 -14%
GWSG
71
GPS Wealth Strategies Group
Colorado
$18.7K
AAG
72
Accordant Advisory Group
Maryland
$11.2K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.99K +981 +344%
CA
74
CoreCap Advisors
Michigan
$9.64K +$11K +1,200 New
FNWA
75
Financial Network Wealth Advisors
Utah
$8.25K +$9.41K +1,027 New