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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$68K +$1.33K +88 +2%
Lazard Asset Management
77
Lazard Asset Management
New York
$62K +$40K +2,652 +119%
TRCT
78
Tower Research Capital (TRC)
New York
$38K -$8.25K -547 -15%
SWA
79
SOA Wealth Advisors
New York
$38K
US Bancorp
80
US Bancorp
Minnesota
$38K
ACM
81
Aquatic Capital Management
Illinois
$36K +$42.3K +2,800 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$35.6K +$42.2K +2,794 New
AIP
83
Ahrens Investment Partners
Louisiana
$25K
PHK
84
Point72 Hong Kong
Hong Kong
$19K +$22.2K +1,474 New
TF
85
Tompkins Financial
New York
$18K +$21.9K +1,450 New
CWM
86
Cedar Wealth Management
California
$17K -$6.79K -450 -26%
Bank of America
87
Bank of America
North Carolina
$11K -$246K -16,314 -95%
APA
88
American Portfolios Advisors
New York
$6.43K
S
89
SignatureFD
Georgia
$6K +$7.54K +500 New
HI
90
Harbour Investments
Wisconsin
$4K +$4.35K +288 New
HI
91
Hudock Inc
Pennsylvania
$3K +$3.86K +256 New
NMG
92
New Millennium Group
Utah
$1K +$754 +50 New
Neuberger Berman Group
93
Neuberger Berman Group
New York
-$773K -44,312 Closed
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
-$552K -31,617 Closed
Invesco
95
Invesco
Georgia
-$551K -31,560 Closed
ASFA
96
All Season Financial Advisors
Colorado
-$388K -22,236 Closed
SWA
97
Sax Wealth Advisors
New Jersey
-$187K -10,683 Closed
GAM
98
Gemmer Asset Management
California
-$18K -1,075 Closed
PI
99
PEAK6 Investments
Illinois
-$18K -1,010 Closed
AWM
100
Avior Wealth Management
Nebraska
-$14.3K -950 Closed