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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SVB Wealth
Massachusetts
$1M +$126K +9,280 +14%
LCWP
77
Legacy Capital Wealth Partners
Arkansas
$1M +$149K +10,954 +17%
NFG
78
Nations Financial Group
Iowa
$958K +$985K +72,460 New
NGA
79
Naples Global Advisors
Florida
$917K +$61.4K +4,519 +7%
BPC
80
Banque Pictet & Cie
Switzerland
$888K
PNAA
81
Pictet North America Advisors
Switzerland
$888K
SIAP
82
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$853K +$47.6K +3,500 +6%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$814K +$829K +61,000 +10,167%
BAAM
84
Baker Avenue Asset Management
California
$783K +$210K +15,480 +35%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$781K -$10.4K -764 -1%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$781K
IG
87
ING Group
Netherlands
$772K +$794K +58,408 New
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$772K -$314K -23,113 -28%
Invesco
89
Invesco
Georgia
$771K +$150K +11,008 +23%
SHGA
90
Sand Hill Global Advisors
California
$718K
AWA
91
Arkadios Wealth Advisors
Georgia
$691K +$381K +28,017 +115%
Truist Financial
92
Truist Financial
North Carolina
$676K -$43.5K -3,202 -6%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$663K -$7.64K -562 -1%
TI
94
Tidal Investments
Wisconsin
$623K +$35.6K +2,619 +6%
HighTower Advisors
95
HighTower Advisors
Illinois
$621K +$22.5K +1,653 +4%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$620K +$61.1K +4,496 +11%
NSIM
97
North Star Investment Management
Illinois
$620K -$55.6K -4,090 -8%
GA
98
GraniteShares Advisors
New York
$616K -$9.87K -726 -2%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$607K -$108K -7,919 -15%
WI
100
Wintrust Investments
Illinois
$588K +$382K +28,110 +172%