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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$31.3K
TRCT
77
Tower Research Capital (TRC)
New York
$29K -$13.5K -1,112 -29%
Group One Trading
78
Group One Trading
Illinois
$28.9K +$33.5K +2,769 New
BAM
79
Belpointe Asset Management
Nevada
$25.8K +$29.9K +2,470 New
FMII
80
Farmers & Merchants Investments Inc
Nebraska
$24.3K +$28.2K +2,333 New
JP Morgan Chase
81
JP Morgan Chase
New York
$24K -$47.5K -3,926 -63%
Bank of America
82
Bank of America
North Carolina
$21K +$24.2K +2,000 +20,000%
TF
83
Tompkins Financial
New York
$15K
GWM
84
Geneos Wealth Management
Colorado
$13.7K -$34.6K -2,855 -68%
S
85
SignatureFD
Georgia
$13K +$15.1K +1,250 New
CWM
86
Cedar Wealth Management
California
$6.78K -$7.87K -650 -50%
FFA
87
Farther Finance Advisors
California
$5.21K +$6.05K +500 New
PA
88
PSI Advisors
Florida
$4.95K
SPIA
89
Steward Partners Investment Advisory
New York
$4.15K -$69.9K -5,776 -94%
HI
90
Harbour Investments
Wisconsin
$3.06K +$61 +5 +2%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3K
AWM
92
Accurate Wealth Management
Florida
$2.27K +$2.42K +200 New
TWA
93
TCI Wealth Advisors
Arizona
$2.16K
DAM
94
Delta Asset Management
Tennessee
$1.18K +$1.37K +113 New
Goldman Sachs
95
Goldman Sachs
New York
-$9.76M -898,882 Closed
ClearBridge Investments
96
ClearBridge Investments
New York
-$7.02M -646,375 Closed
EIM
97
Essex Investment Management
Massachusetts
-$537K -49,470 Closed
GA
98
GraniteShares Advisors
New York
-$483K -44,563 Closed
CSS
99
Cubist Systematic Strategies
Connecticut
-$377K -34,700 Closed
ZCA
100
Zeke Capital Advisors
Pennsylvania
-$232K -21,395 Closed