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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
101
Abundance Wealth Counselors
Pennsylvania
$1.13M +$19.8K +1,034 +2%
AWA
102
Arkadios Wealth Advisors
Georgia
$1.12M +$29.7K +1,549 +3%
Jane Street
103
Jane Street
New York
$1.12M -$157K -8,211 -12%
SA
104
Sage Advisors
Colorado
$1.1M +$1.11M +58,030 New
EFS
105
Essex Financial Services
Connecticut
$1.07M -$90.7K -4,732 -8%
Mariner
106
Mariner
Kansas
$1.05M +$221K +11,548 +26%
TAFW
107
Tred Avon Family Wealth
Maryland
$1.04M +$1.06M +55,117 New
ECM
108
ExodusPoint Capital Management
New York
$1.02M +$542K +28,274 +110%
JWCA
109
J.W. Cole Advisors
Florida
$1.02M -$102K -5,312 -9%
YIH
110
Y-Intercept (HK)
Hong Kong
$996K -$858K -44,761 -46%
SPC
111
Sigma Planning Corp
Michigan
$991K +$50.3K +2,624 +5%
Corient Private Wealth
112
Corient Private Wealth
Florida
$985K -$60.7K -3,165 -6%
NSIM
113
North Star Investment Management
Illinois
$954K +$6.96K +363 +0.7%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$943K +$155K +8,062 +19%
MP
115
McDonald Partners
Ohio
$908K
MCP
116
Mirador Capital Partners
California
$835K -$27.5K -1,433 -3%
Invesco
117
Invesco
Georgia
$831K -$671K -35,023 -44%
US Bancorp
118
US Bancorp
Minnesota
$784K -$9.58K -500 -1%
VIA
119
Virtus Investment Advisers
Connecticut
$775K -$123K -6,442 -14%
SF
120
Summit Financial
New Jersey
$772K
Creative Planning
121
Creative Planning
Kansas
$768K +$86.5K +4,515 +13%
MF
122
Magnetar Financial
Illinois
$764K +$435K +22,722 +129%
DWM
123
Dakota Wealth Management
Florida
$732K +$14.1K +735 +2%
SCA
124
SMH Capital Advisors
Texas
$727K +$777K +40,565 New
AIM
125
Access Investment Management
Georgia
$722K