We are live on ! Find out more
HTGC icon

Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
176
Principle Wealth Partners
Connecticut
$328K +$46.6K +2,850 +15%
DWM
177
Diversify Wealth Management
Utah
$326K +$344K +21,032 New
DAS
178
Diversify Advisory Services
Utah
$324K -$17.7K -1,086 -5%
PPW
179
Pasadena Private Wealth
California
$322K -$36K -2,200 -9%
BCI
180
Brinker Capital Investments
Pennsylvania
$319K +$352K +21,567 New
FFA
181
Founders Financial Alliance
North Carolina
$319K +$352K +21,567 New
SWP
182
Stratos Wealth Partners
Ohio
$312K +$106K +6,498 +44%
PCIA
183
Prime Capital Investment Advisors
Kansas
$305K -$74.9K -4,584 -18%
KFA
184
Kelleher Financial Advisors
New York
$301K +$1.96K +120 +0.6%
MPCA
185
Madison Park Capital Advisors
Washington
$295K
Mackenzie Financial
186
Mackenzie Financial
Ontario, Canada
$294K +$134K +8,175 +70%
FNT
187
First National Trust
Pennsylvania
$290K
RWB
188
RMR Wealth Builders
New Jersey
$289K -$11.1K -680 -3%
VF
189
Virtu Financial
New York
$286K +$317K +19,387 New
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$281K +$245 +15 +0.1%
SFS
191
Sowell Financial Services
Arkansas
$279K -$13.6K -832 -4%
CWM
192
Cornerstone Wealth Management
Missouri
$275K -$39.5K -2,418 -11%
CF
193
Cantor Fitzgerald
New York
$266K +$294K +18,000 New
FFA
194
Farther Finance Advisors
California
$264K +$79.6K +4,870 +37%
CA
195
Calton & Associates
Florida
$250K +$107K +6,550 +63%
NA
196
NewEdge Advisors
Louisiana
$240K +$247K +15,127 +1,336%
IA
197
Inspire Advisors
Idaho
$238K -$26.3K -1,612 -9%
IWC
198
Integrated Wealth Concepts
Massachusetts
$237K +$262K +16,059 New
GVAG
199
Great Valley Advisor Group
Delaware
$231K +$255K +15,592 New
HWM
200
HB Wealth Management
Georgia
$226K -$3.1K -190 -1%