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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
151
Old Port Advisors
Maine
$260K -$16.8K -959 -6%
NA
152
NewEdge Advisors
Louisiana
$258K +$5.02K +286 +2%
WJWM
153
Williams Jones Wealth Management
New York
$250K
RWA
154
Redhawk Wealth Advisors
Minnesota
$250K +$243K +13,830 New
SM
155
Sciencast Management
New Jersey
$240K -$131K -7,479 -36%
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$239K
APA
157
American Portfolios Advisors
New York
$233K +$4.34K +247 +2%
BAM
158
Belpointe Asset Management
Nevada
$231K +$19.4K +1,102 +9%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$229K -$177K -10,057 -44%
BPA
160
Beacon Pointe Advisors
California
$229K
P
161
&Partners
Tennessee
$225K +$219K +12,475 New
CFGS
162
Concourse Financial Group Securities
Alabama
$223K +$5.95K +339 +3%
BCM
163
Brookstone Capital Management
Illinois
$220K +$210K +11,955 New
SBIA
164
Sheaff Brock Investment Advisors
Indiana
$218K +$13.2K +749 +7%
WCM
165
WealthBridge Capital Management
Ohio
$217K
IWM
166
IHT Wealth Management
Illinois
$217K +$33.9K +1,928 +19%
LWA
167
Lineweaver Wealth Advisors
Ohio
$213K +$31.5K +1,794 +18%
BTW
168
Boston Trust Walden
Massachusetts
$206K
PFA
169
Peak Financial Advisors
Colorado
$204K +$14.8K +840 +8%
KPWS
170
Kestra Private Wealth Services
Texas
$200K
SB
171
Strategic Blueprint
Georgia
$200K
SS
172
Sunbelt Securities
Texas
$197K +$190K +10,847 New
JMF
173
Johnson Midwest Financial
Iowa
$190K +$184K +10,500 New
DI
174
Diligent Investors
California
$189K +$176 +10 +0.1%
Verition Fund Management
175
Verition Fund Management
Connecticut
$184K +$179K +10,185 New