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TriplePoint Venture Growth BDC

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
– -$7K -395 Closed
AF
102
Allworth Financial
California
– -$2K -138 Closed
PA
103
PSI Advisors
Florida
– -$1K -50 Closed
Fidelity Investments
104
Fidelity Investments
Massachusetts
– -$15 -1 -50%
TCWM
105
Total Clarity Wealth Management
Illinois
– +$377 +25 New