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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
176
Core Wealth Partners
California
$381K
ATC
177
Adirondack Trust Company
New York
$378K
T. Rowe Price Associates
178
T. Rowe Price Associates
Maryland
$377K -$6.78K -436 -2%
DWM
179
Diversify Wealth Management
Utah
$377K +$44K +2,826 +13%
DAS
180
Diversify Advisory Services
Utah
$377K +$45.7K +2,941 +14%
1IA
181
1620 Investment Advisors
Massachusetts
$373K -$115K -7,365 -24%
AI
182
Accredited Investors
Minnesota
$363K
IA
183
IFC Advisors
California
$356K -$2.6K -167 -0.7%
EF
184
Empowered Funds
Pennsylvania
$350K -$272K -17,461 -44%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$346K -$94K -6,041 -22%
Voloridge Investment Management
186
Voloridge Investment Management
Florida
$345K -$4.34M -279,292 -93%
ECM
187
Evergreen Capital Management
Washington
$339K -$62.8K -4,039 -16%
MPCA
188
Madison Park Capital Advisors
Washington
$337K -$76.9K -4,944 -25%
PWP
189
Principle Wealth Partners
Connecticut
$330K -$20.1K -1,290 -6%
IA
190
Inspire Advisors
Idaho
$325K +$69.1K +4,441 +28%
CIA
191
Concurrent Investment Advisors
Florida
$318K -$56.7K -3,644 -15%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$300K -$31 -2 -0%
IF
193
Intrua Financial
Texas
$294K +$63.4K +4,079 +28%
Corient Private Wealth
194
Corient Private Wealth
Florida
$289K -$349K -22,422 -55%
IWC
195
Integrated Wealth Concepts
Massachusetts
$270K +$17K +1,091 +7%
JFG
196
Jefferies Financial Group
New York
$266K -$1.17M -75,346 -82%
MHFA
197
Mission Hills Financial Advisory
California
$255K +$251K +16,149 New
HWM
198
HB Wealth Management
Georgia
$246K +$4.37K +281 +2%
VPW
199
Vaquero Private Wealth
Texas
$244K +$241K +15,493 New
CFP
200
Cascade Financial Partners
California
$241K