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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$12.3K +$14.1K +2,472 New
AUB
52
Atlantic Union Bankshares
Virginia
$12K
SIS
53
Sound Income Strategies
Florida
$11.6K -$1.08K -189 -7%
CTC
54
Central Trust Company
Missouri
$9.98K +$11.4K +2,000 New
NA
55
NewEdge Advisors
Louisiana
$9.98K +$11.4K +2,000 New
BH
56
Burk Holdings
Oklahoma
$9.53K +$10.9K +1,910 New
ASN
57
Advisory Services Network
Georgia
$8.59K +$9.82K +1,722 New
Nomura Asset Management
58
Nomura Asset Management
Japan
$7.97K +$7.53K +1,320 +475%
AAG
59
Accordant Advisory Group
Maryland
$6.99K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$4.99K -$34.2K -6,000 -86%
FFA
61
Farther Finance Advisors
California
$4.66K
FNWA
62
Financial Network Wealth Advisors
Utah
$4.23K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$3.23K +$103 +18 +3%
CA
64
Clearstead Advisors
Ohio
$3.14K
MCM
65
MAI Capital Management
Ohio
$2.29K +$639 +112 +32%
NFSG
66
Newbridge Financial Services Group
Florida
$2K
Simplex Trading
67
Simplex Trading
Illinois
$1.82K +$2.08K +364 New
TCM
68
Triumph Capital Management
Colorado
$1.5K
HI
69
Harbour Investments
Wisconsin
$1.39K +$1.54K +270 +3,375%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$629
CIAM
71
Caitong International Asset Management
Hong Kong
$454 +$519 +91 New
DAM
72
Delta Asset Management
Tennessee
$65
RFP
73
Root Financial Partners
California
$46
Two Sigma Advisers
74
Two Sigma Advisers
New York
-$3.14M -480,192 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$1.07M -188,084 Closed