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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$6.54K
VWM
77
Venturi Wealth Management
Texas
$6.48K +$1.51K +165 +26%
SFC
78
Strategic Financial Concepts
Texas
$6K +$491K +53,580 New
RWMG
79
Redwood Wealth Management Group
New Jersey
$4.82K +$5.5K +600 New
SWM
80
Spire Wealth Management
Virginia
$4.01K
AEPWM
81
Atlantic Edge Private Wealth Management
Florida
$3.21K +$3.67K +400 New
HI
82
Harbour Investments
Wisconsin
$2.35K
HFS
83
Horizon Financial Services
North Carolina
$1.08K +$1.23K +134 New
DAM
84
Delta Asset Management
Tennessee
$104 -$916 -100 -88%
SPIA
85
Steward Partners Investment Advisory
New York
-$391K -41,268 Closed
DTL
86
Dynamic Technology Lab
Singapore
-$245K -25,891 Closed
MFS
87
Mirabella Financial Services
United Kingdom
-$184K -19,382 Closed
PP
88
Paloma Partners
Connecticut
-$184K -19,382 Closed
PCIA
89
Prime Capital Investment Advisors
Kansas
-$173K -18,275 Closed
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
-$164K -17,317 Closed
QC
91
Quadrature Capital
United Kingdom
-$150K -15,785 Closed
LNC
92
Lincoln National Corp
Pennsylvania
-$146K -15,422 Closed
XT
93
XTX Topco
Cayman Islands
-$121K -12,796 Closed
LMKC
94
L.M. Kohn & Company
Ohio
-$115K -12,130 Closed
TWM
95
Tradition Wealth Management
Minnesota
-$108K -11,345 Closed
BCA
96
Bay Colony Advisors
Massachusetts
-$98.4K -10,381 Closed
HIC
97
Hartline Investment Corp
Illinois
-$98.4K -10,381 Closed
FIA
98
FNY Investment Advisers
New York
-$47K -5,000 Closed
TF
99
Tompkins Financial
New York
-$13.7K -1,450 Closed
GRP
100
Global Retirement Partners
California
-$1.14K -120 Closed