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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cedar Wealth Management
California
$301K +$307K +18,134 New
PFO
152
Pathstone Family Office
New Jersey
$286K -$216K -12,719 -43%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$284K -$15.8K -934 -5%
GC
154
Guggenheim Capital
Illinois
$283K -$1.1M -65,069 -79%
Victory Capital Management
155
Victory Capital Management
Texas
$280K -$8.75K -516 -3%
AAS
156
Avantax Advisory Services
Texas
$274K -$315K -18,600 -53%
CG
157
Caprock Group
Idaho
$265K
QIM
158
Quest Investment Management
Oregon
$254K
WP
159
WMS Partners
Maryland
$249K -$3.39K -200 -1%
OPA
160
Old Port Advisors
Maine
$248K -$26.3K -1,554 -9%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$235K -$2.08M -122,750 -90%
NA
162
NewEdge Advisors
Louisiana
$231K +$237K +13,956 New
WJWM
163
Williams Jones Wealth Management
New York
$229K +$4.48K +264 +2%
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$219K +$224K +13,200 New
Man Group
165
Man Group
United Kingdom
$218K -$24.1K -1,423 -10%
CAN
166
Cetera Advisor Networks
California
$215K -$12.7K -750 -5%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$214K +$218K +12,886 New
BRWA
168
B. Riley Wealth Advisors
Florida
$212K -$3.14K -185 -1%
BPA
169
Beacon Pointe Advisors
California
$211K +$8.44K +498 +4%
APA
170
American Portfolios Advisors
New York
$209K -$3.25K -192 -1%
EGM
171
Engineers Gate Manager
New York
$208K +$212K +12,512 New
UCFA
172
United Capital Financial Advisors
Texas
$207K -$24.6K -1,450 -10%
CAM
173
Cresset Asset Management
Illinois
$200K +$204K +12,053 New
CFGS
174
Concourse Financial Group Securities
Alabama
$199K +$4.66K +275 +2%
WCM
175
WealthBridge Capital Management
Ohio
$199K +$203K +12,000 New