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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$29K
Group One Trading
52
Group One Trading
Illinois
$26.6K -$16.6K -2,768 -41%
SWA
53
SOA Wealth Advisors
New York
$19.6K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$19.6K +$18K +3,000 New
ME
55
McIlrath & Eck
Washington
$19.1K -$26.1K -4,357 -60%
SIS
56
Sound Income Strategies
Florida
$16.8K +$7.68K +1,282 +100%
APW
57
Aventura Private Wealth
Florida
$16.3K
AUB
58
Atlantic Union Bankshares
Virginia
$15.7K
FHA
59
Flagship Harbor Advisors
Massachusetts
$11.7K +$10.7K +1,788 New
SSG
60
Summit Securities Group
New York
$9.16K -$30.6K -5,100 -78%
AAG
61
Accordant Advisory Group
Maryland
$9.16K
FFA
62
Farther Finance Advisors
California
$6.22K +$5.7K +951 New
FNWA
63
Financial Network Wealth Advisors
Utah
$5.54K
CA
64
Clearstead Advisors
Ohio
$4.12K +$3.77K +630 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.48K +247 +65%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.26K +$2.98K +497 +49,700%
NFSG
67
Newbridge Financial Services Group
Florida
$2.62K -$3.6K -600 -60%
MCM
68
MAI Capital Management
Ohio
$2.27K
TCM
69
Triumph Capital Management
Colorado
$1.96K +$1.8K +300 New
Nomura Asset Management
70
Nomura Asset Management
Japan
$1.82K -$35.3K -5,890 -95%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$824 -$1.04K -174 -58%
DAM
72
Delta Asset Management
Tennessee
$85
RFP
73
Root Financial Partners
California
$61 -$5.99K -1,000 -99%
HI
74
Harbour Investments
Wisconsin
$55 +$36 +6 +300%
Citigroup
75
Citigroup
New York
$46 +$42 +7 New