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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
201
Cascade Financial Partners
California
$226K
PM
202
Penbrook Management
New York
$222K +$4.79K +293 +2%
AFO
203
Allie Family Office
Florida
$222K
AAP
204
Arax Advisory Partners
Colorado
$219K +$49 +3 +0%
IF
205
Intrua Financial
Texas
$216K +$71.9K +4,398 +43%
UCFA
206
United Capital Financial Advisors
Texas
$214K +$13.6K +834 +6%
Squarepoint
207
Squarepoint
New York
$212K -$821K -50,240 -78%
MWM
208
Modern Wealth Management
Kansas
$210K +$10.1K +616 +4%
CRI
209
Colonial River Investments
Virginia
$210K -$4.66K -285 -2%
AAS
210
Annex Advisory Services
Wisconsin
$207K +$245 +15 +0.1%
KWM
211
KFG Wealth Management
Indiana
$206K +$227K +13,915 New
SHGA
212
Sand Hill Global Advisors
California
$204K
IA
213
Invested Advisors
Pennsylvania
$203K +$4.76K +291 +2%
PA
214
Parallel Advisors
California
$198K -$8.3K -508 -4%
ASN
215
Advisory Services Network
Georgia
$197K +$30.1K +1,840 +16%
WS
216
Wedbush Securities
California
$196K +$5.7K +349 +3%
BFA
217
Beaumont Financial Advisors
Massachusetts
$196K +$6.44K +394 +3%
KPWS
218
Kestra Private Wealth Services
Texas
$193K -$1.38M -84,701 -87%
CWIG
219
Chung Wu Investment Group
Texas
$192K
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$191K +$211K +12,908 New
SS
221
Sunbelt Securities
Texas
$190K +$6.41K +392 +3%
FB
222
Fulton Bank
Pennsylvania
$189K
AWM
223
Avior Wealth Management
Nebraska
$189K +$209K +12,774 New
RFA
224
Register Financial Advisors
Georgia
$183K -$15.9K -971 -7%
Wealthfront Advisers
225
Wealthfront Advisers
California
$183K +$202K +12,374 New