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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
SteelPeak Wealth
California
$637K +$57.6K +2,853 +9%
KAS
127
Kestra Advisory Services
Texas
$634K +$50.8K +2,518 +8%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$631K +$12.7K +628 +2%
Truist Financial
129
Truist Financial
North Carolina
$619K -$17.9K -886 -3%
1IA
130
1620 Investment Advisors
Massachusetts
$605K -$4.38K -217 -0.7%
YIH
131
Y-Intercept (HK)
Hong Kong
$603K +$634K +31,396 New
PCIA
132
Prime Capital Investment Advisors
Kansas
$601K +$383K +18,950 +154%
DFCM
133
Dark Forest Capital Management
Puerto Rico
$591K +$228K +11,291 +58%
FFWM
134
Future Financial Wealth Management
Ohio
$587K
P
135
&Partners
Tennessee
$578K -$64.9K -3,214 -9%
ProShare Advisors
136
ProShare Advisors
Maryland
$575K +$60K +2,972 +11%
GC
137
Guggenheim Capital
Illinois
$571K -$8.66K -429 -1%
FNBOMD
138
First National Bank of Mount Dora
Florida
$562K
AGP
139
Autumn Glory Partners
Texas
$557K +$172K +8,500 +41%
Marshall Wace
140
Marshall Wace
United Kingdom
$550K -$14.4M -711,595 -96%
CIA
141
Concurrent Investment Advisors
Florida
$549K -$20.6K -1,018 -3%
Cerity Partners
142
Cerity Partners
New York
$549K +$154K +7,649 +37%
BWP
143
Balboa Wealth Partners
Arizona
$547K
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$545K -$242K -11,978 -30%
BCM
145
Brookstone Capital Management
Illinois
$518K +$136K +6,722 +33%
VF
146
Virtu Financial
New York
$506K +$532K +26,339 New
AWM
147
AE Wealth Management
Kansas
$502K -$16.5K -816 -3%
Corient Private Wealth
148
Corient Private Wealth
Florida
$499K +$122K +6,059 +30%
PM
149
Penbrook Management
New York
$480K +$7.67K +380 +2%
DI
150
Diligent Investors
California
$470K +$404 +20 +0.1%