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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$380K +$294K +21,667 +307%
FFWM
127
Future Financial Wealth Management
Ohio
$374K -$40.8K -3,000 -10%
QT
128
Quantbot Technologies
New York
$347K +$357K +26,243 New
PI
129
Putnam Investments
Massachusetts
$346K +$37.3K +2,742 +12%
SI
130
Stephens Inc
Arkansas
$346K +$33.7K +2,483 +10%
Creative Planning
131
Creative Planning
Kansas
$345K -$625 -46 -0.2%
MP
132
McDonald Partners
Ohio
$344K +$353K +26,000 New
VEA
133
Virtus ETF Advisers
New York
$338K -$68.6K -5,052 -17%
AI
134
Accredited Investors
Minnesota
$331K
CC
135
Cipher Capital
New York
$314K +$323K +23,749 New
JMPWA
136
JP Morgan Private Wealth Advisors
California
$313K +$6.75K +497 +2%
AAG
137
Armstrong Advisory Group
Massachusetts
$310K +$318K +23,421 New
SFS
138
Sowell Financial Services
Arkansas
$309K +$8.06K +593 +3%
GC
139
Guggenheim Capital
Illinois
$308K +$45.5K +3,349 +17%
FFA
140
Founders Financial Alliance
North Carolina
$301K +$10.8K +796 +4%
GWM
141
Geneos Wealth Management
Colorado
$298K +$38.4K +2,825 +14%
MA
142
MAS Advisors
Florida
$294K +$150K +11,009 +98%
ECM
143
ExodusPoint Capital Management
New York
$294K +$302K +22,208 New
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$280K
SS
145
Sunbelt Securities
Texas
$278K +$10.7K +784 +4%
NA
146
NewEdge Advisors
Louisiana
$275K +$137K +10,071 +85%
CA
147
Continuum Advisory
Idaho
$267K
IWM
148
IHT Wealth Management
Illinois
$265K +$17.2K +1,264 +7%
MML Investors Services
149
MML Investors Services
Massachusetts
$264K +$109 +8 +0%
FNT
150
First National Trust
Pennsylvania
$260K