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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$18.3K +$16.9K +1,656 New
TF
77
Tompkins Financial
New York
$15.7K – – –
VWM
78
Venturi Wealth Management
Texas
$6.73K +$205 +20 +3%
AIC
79
Archer Investment Corporation
Indiana
$6.23K +$205 +20 +4%
SWM
80
Spire Wealth Management
Virginia
$5.45K +$5.12K +500 New
HI
81
Harbour Investments
Wisconsin
$3.18K – – –
CB
82
Community Bank
New York
$2.71K +$2.56K +250 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.5K +$1.39K +136 +6,800%
EIM
84
Essex Investment Management
Massachusetts
$1.37K -$665 -65 -34%
DAM
85
Delta Asset Management
Tennessee
$1.23K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$11 +$10 +1 New
CIM
87
Confluence Investment Management
Missouri
– -$1.33M -127,153 Closed
LCWP
88
Legacy Capital Wealth Partners
Arkansas
– -$1.2M -114,860 Closed
TYCC
89
Texas Yale Capital Corp
Florida
– -$395K -37,800 Closed
HWAM
90
Hennion & Walsh Asset Management
New Jersey
– -$366K -35,006 Closed
AC
91
Avenir Corporation
Virginia
– -$345K -33,000 Closed
CG
92
Caprock Group
Idaho
– -$176K -16,800 Closed
LAS
93
Lloyd Advisory Services
Georgia
– -$150K -14,336 Closed
AI
94
Atom Investors
Texas
– -$146K -13,962 Closed
Jane Street
95
Jane Street
New York
– -$141K -13,517 Closed
PWG
96
Portside Wealth Group
Utah
– -$121K -11,675 Closed
PA
97
Parallel Advisors
California
– -$26.1K -2,500 Closed
CWM
98
Cedar Wealth Management
California
– -$6.8K -650 Closed
FAM
99
Flaharty Asset Management
Florida
– -$3.77K -360 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
– -$2.28K -218 Closed