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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Axxcess Wealth Management
California
$301K
CRI
177
Colonial River Investments
Virginia
$301K
XT
178
XTX Topco
Cayman Islands
$296K +$297K +15,056 New
WANY
179
Wealthspire Advisors (New York)
New York
$295K +$296K +15,010 New
AFO
180
Allie Family Office
Florida
$295K
ASN
181
Advisory Services Network
Georgia
$292K
SCA
182
Snowden Capital Advisors
New York
$291K -$1.87K -95 -0.6%
ACM
183
Anfield Capital Management
California
$290K
Cerity Partners
184
Cerity Partners
New York
$287K -$19.9K -1,008 -6%
SS
185
Sunbelt Securities
Texas
$285K -$71.6K -3,633 -20%
AGP
186
Autumn Glory Partners
Texas
$285K +$78.8K +4,000 +38%
CFP
187
Cascade Financial Partners
California
$284K
CG
188
Caprock Group
Idaho
$279K
QIM
189
Quest Investment Management
Oregon
$277K
CW
190
CreativeOne Wealth
Kansas
$274K +$275K +13,950 New
MM
191
MQS Management
New York
$267K +$268K +13,620 New
FIA
192
Foundations Investment Advisors
Arizona
$267K +$60.2K +3,057 +29%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$257K
MWM
194
Modern Wealth Management
Kansas
$255K +$1.12K +57 +0.4%
AR
195
Advisory Research
Illinois
$252K -$22.8K -1,155 -8%
AAS
196
Avantax Advisory Services
Texas
$240K +$241K +12,237 New
Squarepoint
197
Squarepoint
New York
$240K +$241K +12,236 New
PCG
198
Prosperity Consulting Group
Maryland
$239K +$240K +12,167 New
WCM
199
WealthBridge Capital Management
Ohio
$236K
PCIA
200
Prime Capital Investment Advisors
Kansas
$234K -$1.32K -67 -0.6%