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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$12K +$34 +2 +0.3%
AWM
202
Activest Wealth Management
Florida
$12K +$272 +16 +2%
AA
203
AlphaMark Advisors
Kentucky
$9K – – –
SFPG
204
Stonebridge Financial Planning Group
Florida
$9K – – –
WQ
205
Wealth Quarterback
New Jersey
$9K +$204 +12 +2%
TAM
206
Tucker Asset Management
Colorado
$8.2K – – –
WOC
207
West Oak Capital
California
$8K – – –
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$7K – – –
PA
209
PSI Advisors
Florida
$6K +$5.95K +350 New
CHA
210
Carmichael Hill & Associates
Maryland
$6K +$6.29K +370 New
GAM
211
Gemmer Asset Management
California
$5K – – –
GWSG
212
GPS Wealth Strategies Group
Colorado
$5K – – –
WT
213
Whittier Trust
California
$4K – – –
ADL
214
Asset Dedication LLC
California
$3K – – –
VNA
215
Valley National Advisers
Pennsylvania
$3K – – –
AF
216
Allworth Financial
California
$3K +$68 +4 +2%
EVM
217
Eaton Vance Management
Massachusetts
$2K – – –
Arrowstreet Capital
218
Arrowstreet Capital
Massachusetts
– -$12.8M -751,573 Closed
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$2.04M -119,500 Closed
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
– -$1.63M -95,800 Closed
Citadel Advisors
221
Citadel Advisors
Florida
– -$793K -46,635 Closed
Millennium Management
222
Millennium Management
New York
– -$669K -39,202 Closed
AWC
223
Abundance Wealth Counselors
Pennsylvania
– -$424K -24,878 Closed
GT
224
Glenview Trust
Kentucky
– -$401K -23,500 Closed
XT
225
XTX Topco
Cayman Islands
– -$400K -23,435 Closed