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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
151
RMR Wealth Builders
New Jersey
$367K +$33.5K +1,702 +10%
IA
152
Inspire Advisors
Idaho
$367K -$41.4K -2,104 -10%
TC
153
TownSquare Capital
Utah
$361K +$39 +2 +0%
SIA
154
Sit Investment Associates
Minnesota
$355K
P
155
&Partners
Tennessee
$353K +$141K +7,181 +58%
SA
156
Sanctuary Advisors
Indiana
$353K +$134K +6,792 +56%
Brown Advisory
157
Brown Advisory
Maryland
$352K
GAA
158
Global Assets Advisory
Florida
$348K +$20.2K +1,028 +6%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$347K -$134K -6,790 -28%
CFGS
160
Concourse Financial Group Securities
Alabama
$344K +$8.31K +422 +2%
PA
161
Prossimo Advisors
California
$340K +$6.99K +355 +2%
MCM
162
Monument Capital Management
Virginia
$340K -$21.8K -1,108 -6%
SWP
163
Stratos Wealth Partners
Ohio
$337K +$91.7K +4,658 +37%
BPA
164
Beacon Pointe Advisors
California
$336K -$22.3K -1,130 -6%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$336K +$337K +17,107 New
SFC
166
Strategic Financial Concepts
Texas
$320K -$6.64M -336,921 -95%
PWP
167
Principle Wealth Partners
Connecticut
$319K -$2.46K -125 -0.8%
NA
168
NewEdge Advisors
Louisiana
$314K +$55.3K +2,807 +21%
CPIG
169
Chicago Partners Investment Group
Illinois
$312K +$41.4K +2,101 +15%
AWM
170
Accel Wealth Management
Iowa
$311K +$5.34K +271 +2%
WS
171
Wedbush Securities
California
$309K +$748 +38 +0.2%
PA
172
Parallel Advisors
California
$306K -$22.8K -1,158 -7%
TCM
173
Triumph Capital Management
Colorado
$304K -$193K -9,801 -39%
FB
174
Fulton Bank
Pennsylvania
$303K
RFA
175
Register Financial Advisors
Georgia
$302K +$965 +49 +0.3%