We are live on ! Find out more
HTGC icon

Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
126
Quest Investment Management
Oregon
$221K
FNBOMD
127
First National Bank of Mount Dora
Florida
$219K
SAS
128
Stelac Advisory Services
New York
$212K +$255 +20 +0.1%
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$195K
EFS
130
Essex Financial Services
Connecticut
$192K +$15.3K +1,199 +10%
PI
131
PEAK6 Investments
Illinois
$189K -$62.6K -4,917 -27%
GAM
132
Gotham Asset Management
New York
$188K -$1.46K -115 -0.9%
WJWM
133
Williams Jones Wealth Management
New York
$185K
BAM
134
Belpointe Asset Management
Nevada
$185K +$204 +16 +0.1%
FNT
135
First National Trust
Pennsylvania
$182K +$161K +12,633 New
APA
136
American Portfolios Advisors
New York
$175K +$1.22K +96 +0.8%
CFGS
137
Concourse Financial Group Securities
Alabama
$173K +$3.75K +295 +3%
PWP
138
Principle Wealth Partners
Connecticut
$166K +$147K +11,525 New
Group One Trading
139
Group One Trading
Illinois
$162K +$143K +11,245 New
Citigroup
140
Citigroup
New York
$159K +$1.45K +114 +1%
PFO
141
Pathstone Family Office
New Jersey
$159K +$25.5K +2,000 +22%
CAMG
142
CWA Asset Management Group
Florida
$158K -$63.1K -4,961 -31%
GG
143
Golden Green
South Carolina
$153K +$135K +10,634 New
BAAM
144
Baker Avenue Asset Management
California
$147K +$130K +10,250 New
LGA
145
Lebenthal Global Advisors
New York
$115K +$102K +8,005 New
RE
146
RBC Europe
United Kingdom
$101K
ASN
147
Advisory Services Network
Georgia
$84K -$9.53K -749 -11%
CG
148
Cutler Group
California
$74K +$3.82K +300 +6%
PO
149
Private Ocean
California
$73K
BCA
150
Berman Capital Advisors
Georgia
$57K