We are live on ! Find out more
HTGC icon

Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$548K +$10.6K +553 +2%
Cerity Partners
152
Cerity Partners
New York
$541K -$25.5K -1,329 -4%
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$530K -$71.5K -3,729 -12%
CAU
154
Caxton Associates (UK)
$518K -$133K -6,923 -20%
FIA
155
Foundations Investment Advisors
Arizona
$490K +$14K +732 +3%
PCIA
156
Prime Capital Investment Advisors
Kansas
$474K +$22.7K +1,185 +5%
VF
157
Virtu Financial
New York
$471K +$477K +24,898 New
DI
158
Diligent Investors
California
$464K -$66.7K -3,480 -12%
OC
159
Oppenheimer & Co
New York
$464K +$62K +3,237 +15%
SGI
160
Summit Global Investments
Utah
$458K
CWP
161
Core Wealth Partners
California
$457K
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$454K +$8.63K +450 +2%
FRM
163
Fox Run Management
Connecticut
$448K +$454K +23,697 New
MA
164
MAS Advisors
Florida
$441K +$44.7K +2,331 +11%
CIA
165
Concurrent Investment Advisors
Florida
$437K -$190K -9,892 -30%
AI
166
Accredited Investors
Minnesota
$435K
DAS
167
Diversify Advisory Services
Utah
$419K +$22.8K +1,189 +5%
MML Investors Services
168
MML Investors Services
Massachusetts
$418K +$22.6K +1,178 +6%
TC
169
TwinBeech Capital
New York
$417K -$4.61M -240,766 -92%
CI
170
CX Institutional
Indiana
$413K +$419K +21,857 New
CWM
171
Cornerstone Wealth Management
Missouri
$400K +$14.1K +736 +4%
IRP
172
Investment Research Partners
Pennsylvania
$394K +$425K +22,181 New
IFG
173
Independent Financial Group
California
$391K +$58.1K +3,029 +17%
IWC
174
Integrated Wealth Concepts
Massachusetts
$384K +$3.79K +198 +1%
RWB
175
RMR Wealth Builders
New Jersey
$379K +$7.8K +407 +2%