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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
151
Principle Wealth Partners
Connecticut
$254K
BAM
152
Belpointe Asset Management
Nevada
$249K +$51.3K +3,773 +25%
GLA
153
Good Life Advisors
Pennsylvania
$245K
SIA
154
Sit Investment Associates
Minnesota
$239K -$196K -14,450 -44%
II
155
Inspire Investing
Idaho
$235K -$1.55K -114 -0.6%
TC
156
TwinBeech Capital
New York
$227K -$323K -23,738 -58%
CG
157
Caprock Group
Idaho
$225K
VAS
158
Vestmark Advisory Solutions
Massachusetts
$222K +$3.42K +252 +2%
KAS
159
Kestra Advisory Services
Texas
$214K -$53.3K -3,925 -19%
WS
160
Wedbush Securities
California
$211K +$217K +15,980 New
ECM
161
Evergreen Capital Management
Washington
$209K +$215K +15,838 New
QIM
162
Quest Investment Management
Oregon
$202K
CWP
163
Core Wealth Partners
California
$201K +$206K +15,197 New
CAN
164
Cetera Advisor Networks
California
$199K +$44.7K +3,292 +28%
AFO
165
Allie Family Office
Florida
$198K
VF
166
Virtu Financial
New York
$191K +$196K +14,442 New
Victory Capital Management
167
Victory Capital Management
Texas
$189K -$82 -6 -0%
IA
168
IFP Advisors
Florida
$188K +$57.6K +4,241 +45%
CFGS
169
Concourse Financial Group Securities
Alabama
$187K +$12.9K +947 +7%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$186K -$179K -13,200 -48%
RWB
171
RMR Wealth Builders
New Jersey
$184K +$5.95K +438 +3%
BRWA
172
B. Riley Wealth Advisors
Florida
$183K -$11.7K -861 -6%
OPA
173
Old Port Advisors
Maine
$176K -$5.2K -383 -3%
ACM
174
Aquatic Capital Management
Illinois
$172K +$20.4K +1,500 +13%
BFM
175
Boothbay Fund Management
New York
$169K +$174K +12,776 New