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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$1.05M +$7.22K +370 +0.7%
GRP
102
Global Retirement Partners
California
$1.03M -$166K -8,531 -14%
TA
103
TFG Advisers
Michigan
$1.01M +$266K +13,614 +37%
EGM
104
Engineers Gate Manager
New York
$985K +$169K +8,651 +21%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$975K +$304K +15,598 +47%
MP
106
McDonald Partners
Ohio
$964K
SPC
107
Sigma Planning Corp
Michigan
$956K +$76.1K +3,898 +9%
XT
108
XTX Topco
Cayman Islands
$951K +$629K +32,257 +214%
BA
109
Bristlecone Advisors
Washington
$948K +$101K +5,198 +12%
IFG
110
Independent Financial Group
California
$910K +$52.7K +2,701 +6%
VEA
111
Virtus ETF Advisers
New York
$890K +$59K +3,022 +7%
MCP
112
Mirador Capital Partners
California
$865K +$55.6K +2,850 +7%
US Bancorp
113
US Bancorp
Minnesota
$856K -$15.6K -800 -2%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$844K +$29.3K +1,500 +4%
Kovitz Investment Group Partners
115
Kovitz Investment Group Partners
Illinois
$810K -$334K -17,140 -30%
DWM
116
Dakota Wealth Management
Florida
$778K -$12.7K -650 -2%
BFG
117
Bleakley Financial Group
New Jersey
$774K -$53.2K -2,725 -7%
AIM
118
Access Investment Management
Georgia
$767K
Creative Planning
119
Creative Planning
Kansas
$735K -$28.8K -1,477 -4%
SW
120
SVB Wealth
Massachusetts
$735K +$713K +36,563 New
UBP
121
Union Bancaire Privee
Switzerland
$684K +$664K +34,050 New
P
122
&Partners
Tennessee
$681K +$277K +14,215 +72%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$669K +$15.8K +810 +2%
Truist Financial
124
Truist Financial
North Carolina
$665K +$25.8K +1,322 +4%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$647K +$295K +15,097 +88%