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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
101
Mirador Capital Partners
California
$790K +$39.6K +2,009 +5%
DWM
102
Dakota Wealth Management
Florida
$773K -$47.3K -2,402 -6%
AIM
103
Access Investment Management
Georgia
$750K
Creative Planning
104
Creative Planning
Kansas
$747K +$119K +6,049 +19%
Corient Private Wealth
105
Corient Private Wealth
Florida
$742K +$448K +22,730 +151%
CM
106
Crestline Management
Texas
$735K +$737K +37,403 New
TA
107
TFG Advisers
Michigan
$720K +$350K +17,748 +94%
MAM
108
Morse Asset Management
Connecticut
$685K +$11.8K +600 +2%
QT
109
Quantbot Technologies
New York
$665K -$174K -8,825 -21%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$647K +$648K +32,922 New
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$638K +$16.7K +847 +3%
CIA
112
Concurrent Investment Advisors
Florida
$634K -$102K -5,194 -14%
Truist Financial
113
Truist Financial
North Carolina
$625K -$16.5K -840 -3%
1IA
114
1620 Investment Advisors
Massachusetts
$621K -$2.25K -114 -0.4%
FFWM
115
Future Financial Wealth Management
Ohio
$615K
SW
116
SteelPeak Wealth
California
$579K +$22K +1,119 +4%
FNBOMD
117
First National Bank of Mount Dora
Florida
$574K
GLA
118
Good Life Advisors
Pennsylvania
$569K +$286K +14,498 +100%
FFA
119
Founders Financial Alliance
North Carolina
$564K +$13.3K +673 +2%
GC
120
Guggenheim Capital
Illinois
$559K -$10.7K -542 -2%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$540K +$14K +711 +3%
SFS
122
Sowell Financial Services
Arkansas
$539K +$276 +14 +0.1%
EGA
123
Eagle Global Advisors
Texas
$528K -$126K -6,400 -19%
BWP
124
Balboa Wealth Partners
Arizona
$528K +$530K +26,894 New
SHGA
125
Sand Hill Global Advisors
California
$525K -$8.59K -436 -2%