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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$830K -$171K -8,873 -18%
BFG
102
Bleakley Financial Group
New Jersey
$821K +$41.4K +2,150 +6%
SW
103
Simplicity Wealth
New Jersey
$821K +$41.4K +2,150 +6%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$809K -$2.07M -107,589 -73%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$806K +$673K +35,000 +793%
MCP
106
Mirador Capital Partners
California
$782K +$39.7K +2,063 +6%
AIM
107
Access Investment Management
Georgia
$781K
CIA
108
Concurrent Investment Advisors
Florida
$767K +$209K +10,886 +41%
BWM
109
BigSur Wealth Management
Florida
$757K +$140K +7,300 +25%
VEA
110
Virtus ETF Advisers
New York
$745K +$166K +8,632 +31%
MF
111
Magnetar Financial
Illinois
$717K +$675K +35,064 New
MAM
112
Morse Asset Management
Connecticut
$701K +$660K +34,300 New
EGA
113
Eagle Global Advisors
Texas
$681K
Millennium Management
114
Millennium Management
New York
$676K -$1.37M -71,158 -68%
Truist Financial
115
Truist Financial
North Carolina
$667K -$78.3K -4,068 -11%
Creative Planning
116
Creative Planning
Kansas
$654K -$153K -7,975 -20%
1IA
117
1620 Investment Advisors
Massachusetts
$649K -$3.85K -200 -0.6%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$647K +$265K +13,765 +77%
FFWM
119
Future Financial Wealth Management
Ohio
$640K
AWM
120
AE Wealth Management
Kansas
$622K +$92.8K +4,825 +19%
FNBOMD
121
First National Bank of Mount Dora
Florida
$598K
GC
122
Guggenheim Capital
Illinois
$593K +$22.9K +1,192 +4%
SW
123
SteelPeak Wealth
California
$580K +$302K +15,709 +124%
FFA
124
Founders Financial Alliance
North Carolina
$573K +$12.1K +627 +2%
SFS
125
Sowell Financial Services
Arkansas
$561K +$6.5K +338 +1%