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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
126
1620 Investment Advisors
Massachusetts
$637K +$1.13K +58 +0.2%
BI
127
Bramshill Investments
Florida
$629K +$611K +31,312 New
FFWM
128
Future Financial Wealth Management
Ohio
$614K -$14.6K -750 -2%
KAS
129
Kestra Advisory Services
Texas
$612K +$133K +6,812 +29%
SW
130
SteelPeak Wealth
California
$609K +$15.7K +804 +3%
GC
131
Guggenheim Capital
Illinois
$605K +$32.5K +1,668 +6%
CIA
132
Concurrent Investment Advisors
Florida
$595K -$52.4K -2,684 -8%
FNBOMD
133
First National Bank of Mount Dora
Florida
$588K
SFS
134
Sowell Financial Services
Arkansas
$578K +$25.9K +1,326 +5%
BWP
135
Balboa Wealth Partners
Arizona
$572K +$30.3K +1,555 +6%
SHGA
136
Sand Hill Global Advisors
California
$551K +$13K +665 +2%
ProShare Advisors
137
ProShare Advisors
Maryland
$542K +$77.5K +3,970 +17%
AWM
138
AE Wealth Management
Kansas
$541K +$50.9K +2,608 +11%
EGA
139
Eagle Global Advisors
Texas
$540K
ECM
140
ExodusPoint Capital Management
New York
$540K +$525K +26,900 New
Mariner
141
Mariner
Kansas
$513K -$20K -1,027 -4%
GC
142
Grimes & Company
Massachusetts
$511K +$116K +5,962 +31%
PM
143
Penbrook Management
New York
$494K +$7.96K +408 +2%
CM
144
Crestline Management
Texas
$494K -$250K -12,806 -34%
BWM
145
BigSur Wealth Management
Florida
$492K -$15.9K -815 -3%
DI
146
Diligent Investors
California
$491K +$410 +21 +0.1%
CWP
147
Core Wealth Partners
California
$485K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$470K +$42.9K +2,198 +10%
EH
149
Equitable Holdings
New York
$462K -$42K -2,154 -9%
AI
150
Accredited Investors
Minnesota
$462K