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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$499K -$271K -17,409 -35%
MCM
152
Monument Capital Management
Virginia
$480K -$6.7K -431 -1%
CF
153
Cantor Fitzgerald
New York
$474K +$187K +12,045 +67%
JF
154
Jump Financial
Illinois
$467K -$2.59M -166,687 -85%
PM
155
Penbrook Management
New York
$463K +$223K +14,327 +95%
FNBOMD
156
First National Bank of Mount Dora
Florida
$461K
FRM
157
Fox Run Management
Connecticut
$459K -$44.9K -2,887 -9%
OC
158
Oppenheimer & Co
New York
$459K +$3.1K +199 +0.7%
Truist Financial
159
Truist Financial
North Carolina
$446K -$15K -964 -3%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$444K +$128K +8,205 +41%
BWP
161
Balboa Wealth Partners
Arizona
$441K -$7.78K -500 -2%
FFWM
162
Future Financial Wealth Management
Ohio
$441K
TSS
163
Two Sigma Securities
New York
$437K +$431K +27,681 New
WA
164
Wealth Architects
California
$433K +$260K +16,724 +156%
PPW
165
Pasadena Private Wealth
California
$423K +$77.8K +5,000 +23%
GSWM
166
Golden State Wealth Management
California
$421K -$444K -28,526 -52%
BWM
167
BigSur Wealth Management
Florida
$418K -$46.7K -3,000 -10%
QCM
168
Quantinno Capital Management
New York
$412K +$406K +26,124 New
RWB
169
RMR Wealth Builders
New Jersey
$411K +$101K +6,507 +33%
IRP
170
Investment Research Partners
Pennsylvania
$407K +$26.3K +1,692 +7%
VIA
171
Virtus Investment Advisers
Connecticut
$403K -$141K -9,079 -26%
SWP
172
Stratos Wealth Partners
Ohio
$401K +$66.7K +4,288 +20%
LBWM
173
Left Brain Wealth Management
Illinois
$400K +$236K +15,158 +149%
FFA
174
Founders Financial Alliance
North Carolina
$386K +$45.7K +2,936 +14%
SGI
175
Summit Global Investments
Utah
$382K