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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$32.9K +$38K +5,707 New
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$25.6K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$23.1K +$26.6K +4,000 New
FMII
54
Farmers & Merchants Investments Inc
Nebraska
$18.5K -$16.6K -2,500 -44%
SWA
55
SOA Wealth Advisors
New York
$17.3K
EB
56
Eastern Bank
Massachusetts
$14.4K +$16.6K +2,500 New
APW
57
Aventura Private Wealth
Florida
$14.4K
AUB
58
Atlantic Union Bankshares
Virginia
$13.8K +$16K +2,400 New
GWSG
59
GPS Wealth Strategies Group
Colorado
$13.4K
Bank of America
60
Bank of America
North Carolina
$11.6K -$71.4K -10,734 -84%
PS
61
Principal Securities
Iowa
$9.2K +$10.6K +1,595 New
AAG
62
Accordant Advisory Group
Maryland
$8.08K
SIS
63
Sound Income Strategies
Florida
$6.89K -$7 -1 -0.1%
RFP
64
Root Financial Partners
California
$5.82K +$6.71K +1,009 New
NFSG
65
Newbridge Financial Services Group
Florida
$5.77K
WANY
66
Wealthspire Advisors (New York)
New York
$5.77K +$6.65K +1,000 New
FNWA
67
Financial Network Wealth Advisors
Utah
$4.89K
DJSG
68
D.J. St. Germain
Massachusetts
$2.88K
MCM
69
MAI Capital Management
Ohio
$2K -$6.65K -1,000 -74%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2K -$3.98K -598 -61%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.73K +$2K +300 New
FWA
72
Flagship Wealth Advisors
Massachusetts
$525 +$605 +91 New
DAM
73
Delta Asset Management
Tennessee
$75
HI
74
Harbour Investments
Wisconsin
$12 +$13 +2 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$6 +$7 +1 New