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icono de HTGC

Hercules Capital
HTGC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CWP
176
Core Wealth Partners
California
USD 381 k – – –
ATC
177
Adirondack Trust Company
New York
USD 378 k – – –
T. Rowe Price Associates
178
T. Rowe Price Associates
Maryland
USD 377 k -USD 6.78 k -436 -2%
Diversify Wealth Management
179
Diversify Wealth Management
Utah
USD 377 k +USD 44 k +2,826 +13%
Diversify Advisory Services
180
Diversify Advisory Services
Utah
USD 377 k +USD 45.7 k +2,941 +14%
1IA
181
1620 Investment Advisors
Massachusetts
USD 373 k -USD 115 k -7,365 -24%
Accredited Investors
182
Accredited Investors
Minnesota
USD 363 k – – –
IFC Advisors
183
IFC Advisors
California
USD 356 k -USD 2.6 k -167 -0.7%
Empowered Funds
184
Empowered Funds
Pennsylvania
USD 350 k -USD 272 k -17,461 -44%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
USD 346 k -USD 94 k -6,041 -22%
Voloridge Investment Management
186
Voloridge Investment Management
Florida
USD 345 k -USD 4.34 M -279,292 -93%
Evergreen Capital Management
187
Evergreen Capital Management
Washington
USD 339 k -USD 62.8 k -4,039 -16%
MPCA
188
Madison Park Capital Advisors
Washington
USD 337 k -USD 76.9 k -4,944 -25%
Principle Wealth Partners
189
Principle Wealth Partners
Connecticut
USD 330 k -USD 20.1 k -1,290 -6%
Inspire Advisors
190
Inspire Advisors
Idaho
USD 325 k +USD 69.1 k +4,441 +28%
Concurrent Investment Advisors
191
Concurrent Investment Advisors
Florida
USD 318 k -USD 56.7 k -3,644 -15%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
USD 300 k -USD 31 -2 -0%
Intrua Financial
193
Intrua Financial
Texas
USD 294 k +USD 63.4 k +4,079 +28%
Corient Private Wealth
194
Corient Private Wealth
Florida
USD 289 k -USD 349 k -22,422 -55%
Jefferies Financial Group
195
Jefferies Financial Group
New York
USD 266 k -USD 1.17 M -75,346 -82%
Integrated Wealth Concepts
196
Integrated Wealth Concepts
Massachusetts
USD 255 k +USD 1.42 k +91 +0.6%
MHFA
197
Mission Hills Financial Advisory
California
USD 255 k +USD 251 k +16,149 Nuevas
HB Wealth Management
198
HB Wealth Management
Georgia
USD 246 k +USD 4.37 k +281 +2%
VPW
199
Vaquero Private Wealth
Texas
USD 244 k +USD 241 k +15,493 Nuevas
Cascade Financial Partners
200
Cascade Financial Partners
California
USD 241 k – – –
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