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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$522K -$351K -17,812 -40%
MML Investors Services
127
MML Investors Services
Massachusetts
$521K +$36.5K +1,851 +8%
BWM
128
BigSur Wealth Management
Florida
$497K -$230K -11,685 -32%
EH
129
Equitable Holdings
New York
$494K +$65.3K +3,313 +15%
DI
130
Diligent Investors
California
$480K +$394 +20 +0.1%
AWM
131
AE Wealth Management
Kansas
$478K -$120K -6,077 -20%
PM
132
Penbrook Management
New York
$475K +$7.98K +405 +2%
CWP
133
Core Wealth Partners
California
$474K
KAS
134
Kestra Advisory Services
Texas
$465K -$18.1K -920 -4%
II
135
Inspire Investing
Idaho
$456K +$74.1K +3,763 +19%
AllianceBernstein
136
AllianceBernstein
Tennessee
$455K -$1.69M -86,000 -79%
AI
137
Accredited Investors
Minnesota
$452K
ProShare Advisors
138
ProShare Advisors
Maryland
$452K -$15.3K -775 -3%
Millennium Management
139
Millennium Management
New York
$436K -$214K -10,865 -33%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$421K +$167K +8,465 +65%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$417K +$15K +763 +4%
MA
142
MAS Advisors
Florida
$412K
IAIM
143
International Assets Investment Management
Florida
$407K -$453 -23 -0.1%
MPCA
144
Madison Park Capital Advisors
Washington
$393K
GEM
145
Global Endowment Management
North Carolina
$393K +$394K +20,000 New
TC
146
TwinBeech Capital
New York
$391K +$392K +19,925 New
CWM
147
Cornerstone Wealth Management
Missouri
$390K +$25K +1,267 +7%
FNT
148
First National Trust
Pennsylvania
$386K
GC
149
Grimes & Company
Massachusetts
$382K +$28.4K +1,443 +8%
VF
150
Virtu Financial
New York
$379K +$187K +9,517 +98%