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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$253K -$11.9K -871 -5%
CG
152
Caprock Group
Idaho
$252K
SFC
153
Strategic Financial Concepts
Texas
$241K +$4.11K +300 +2%
E
154
Ergoteles
New York
$241K +$224K +16,299 New
KAS
155
Kestra Advisory Services
Texas
$241K -$6.72K -490 -3%
VAS
156
Vestmark Advisory Solutions
Massachusetts
$236K -$17.1K -1,244 -7%
RFA
157
Register Financial Advisors
Georgia
$224K +$768 +56 +0.4%
CFGS
158
Concourse Financial Group Securities
Alabama
$223K +$6.68K +487 +3%
AFO
159
Allie Family Office
Florida
$222K
RWB
160
RMR Wealth Builders
New Jersey
$218K +$5.98K +436 +3%
PI
161
PFG Investments
New York
$217K -$121K -8,800 -37%
WS
162
Wedbush Securities
California
$213K -$53.1K -3,874 -21%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$213K +$1.55K +113 +0.8%
QIM
164
Quest Investment Management
Oregon
$209K -$16.5K -1,200 -8%
NA
165
NewEdge Advisors
Louisiana
$202K +$27.4K +2,000 +17%
BPA
166
Beacon Pointe Advisors
California
$199K -$41.2K -3,006 -18%
BFA
167
Beaumont Financial Advisors
Massachusetts
$197K +$5.66K +413 +3%
EH
168
Equitable Holdings
New York
$195K +$181K +13,188 New
PA
169
Prossimo Advisors
California
$195K +$181K +13,194 New
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$194K
CW
171
Channel Wealth
California
$193K +$39.2K +2,856 +28%
LWA
172
Lineweaver Wealth Advisors
Ohio
$186K +$2.67K +195 +2%
P
173
&Partners
Tennessee
$182K
VIA
174
Virtus Investment Advisers
Connecticut
$181K
SB
175
Strategic Blueprint
Georgia
$180K