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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
Tompkins Financial
New York
$13.7K
AAG
77
Accordant Advisory Group
Maryland
$13.3K +$14.8K +1,400 New
GWM
78
Geneos Wealth Management
Colorado
$7.73K -$10.1K -950 -54%
VWM
79
Venturi Wealth Management
Texas
$6.09K +$233 +22 +4%
SWM
80
Spire Wealth Management
Virginia
$4.74K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3K -$21.1K -1,990 -87%
HI
82
Harbour Investments
Wisconsin
$2.78K
GRP
83
Global Retirement Partners
California
$1.14K -$16.3K -1,536 -93%
DAM
84
Delta Asset Management
Tennessee
$1.07K
EIM
85
Essex Investment Management
Massachusetts
$1.02K -$191 -18 -14%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$161 -$1.28K -121 -88%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$28 +$21 +2 +200%
Neuberger Berman Group
88
Neuberger Berman Group
New York
-$940K -86,580 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$464K -43,751 Closed
SPC
90
Sigma Planning Corp
Michigan
-$407K -37,440 Closed
SSA
91
Schonfeld Strategic Advisors
New York
-$276K -25,400 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
-$228K -21,016 Closed
HF
93
HRT Financial
New York
-$164K -15,185 Closed
CA
94
Calton & Associates
Florida
-$134K -12,347 Closed
Northern Trust
95
Northern Trust
Illinois
-$123K -11,281 Closed
Stifel Financial
96
Stifel Financial
Missouri
-$119K -10,978 Closed
P
97
&Partners
Tennessee
-$114K -10,476 Closed
CIA
98
Cape Investment Advisory
Georgia
-$79.1K -7,287 Closed
QL
99
Quarry LP
New York
-$34.1K -3,143 Closed
AIC
100
Archer Investment Corporation
Indiana
-$6.23K -573 Closed