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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$1.12M +$8.2K +463 +0.8%
JWCA
102
J.W. Cole Advisors
Florida
$1.08M +$139K +7,866 +15%
AWC
103
Abundance Wealth Counselors
Pennsylvania
$1.08M +$13.6K +768 +1%
AWA
104
Arkadios Wealth Advisors
Georgia
$1.05M +$903 +51 +0.1%
Group One Trading
105
Group One Trading
Illinois
$1.04M +$974K +54,966 +2,970%
Lido Advisors
106
Lido Advisors
California
$1.02M -$94.1K -5,311 -9%
Corient Private Wealth
107
Corient Private Wealth
Florida
$1.01M +$519K +29,299 +113%
NSIM
108
North Star Investment Management
Illinois
$916K -$61.9K -3,494 -7%
SPC
109
Sigma Planning Corp
Michigan
$910K +$52.8K +2,980 +6%
Squarepoint
110
Squarepoint
New York
$899K -$55.4K -3,128 -6%
MP
111
McDonald Partners
Ohio
$877K
VIA
112
Virtus Investment Advisers
Connecticut
$867K +$72.8K +4,110 +9%
MCP
113
Mirador Capital Partners
California
$834K +$34K +1,918 +4%
Mariner
114
Mariner
Kansas
$807K +$102K +5,748 +15%
US Bancorp
115
US Bancorp
Minnesota
$767K -$12.6K -712 -2%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$765K -$720K -40,666 -49%
SF
117
Summit Financial
New Jersey
$746K +$723K +40,817 New
BWM
118
BigSur Wealth Management
Florida
$704K -$17.7K -1,000 -3%
SW
119
SteelPeak Wealth
California
$699K +$90.4K +5,104 +15%
AIM
120
Access Investment Management
Georgia
$698K +$677K +38,200 New
KAS
121
Kestra Advisory Services
Texas
$697K +$90.7K +5,121 +16%
BI
122
Bramshill Investments
Florida
$695K -$4.54K -256 -0.7%
DWM
123
Dakota Wealth Management
Florida
$694K +$10.6K +600 +2%
CF
124
Centaurus Financial
California
$679K +$658K +37,144 New
BPC
125
Bryce Point Capital
New York
$673K +$653K +36,842 New