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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
SSG
51
Summit Securities Group
New York
$32.1K -$7.64K -1,000 -18%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$25.5K +$8 +1 +0%
US Bancorp
53
US Bancorp
Minnesota
$20.9K -$18.5K -2,426 -45%
SWA
54
SOA Wealth Advisors
New York
$20.9K
Group One Trading
55
Group One Trading
Illinois
$20.2K -$54.4K -7,119 -71%
APW
56
Aventura Private Wealth
Florida
$17.4K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$16.8K
GWSG
58
GPS Wealth Strategies Group
Colorado
$16.2K
AAG
59
Accordant Advisory Group
Maryland
$9.77K
SIS
60
Sound Income Strategies
Florida
$9.45K -$3.95K -517 -28%
MCM
61
MAI Capital Management
Ohio
$6.08K -$2.89K -378 -30%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$6K +$107 +14 +2%
FNWA
63
Financial Network Wealth Advisors
Utah
$5.91K
DJSG
64
D.J. St. Germain
Massachusetts
$3.49K
SWM
65
Spire Wealth Management
Virginia
$3.49K
AEPWM
66
Atlantic Edge Private Wealth Management
Florida
$2.79K
FAM
67
Flaharty Asset Management
Florida
$2.51K +$2.75K +360 New
HI
68
Harbour Investments
Wisconsin
$2.05K
CIAM
69
Caitong International Asset Management
Hong Kong
$1.12K +$1.13K +148 +1,233%
TRCT
70
Tower Research Capital (TRC)
New York
$1.1K +$222 +29 +23%
HCP
71
Hexagon Capital Partners
Arkansas
$230 -$779 -102 -76%
DAM
72
Delta Asset Management
Tennessee
$91
VEA
73
Virtus ETF Advisers
New York
-$1.46M -197,213 Closed
AGM
74
Alpine Global Management
New York
-$477K -64,606 Closed
CSS
75
Cubist Systematic Strategies
Connecticut
-$417K -56,463 Closed