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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
151
Quest Investment Management
Oregon
$207K
CC
152
Cipher Capital
New York
$203K +$235K +15,063 New
WP
153
WMS Partners
Maryland
$202K
AFO
154
Allie Family Office
Florida
$202K +$234K +15,000 New
OPA
155
Old Port Advisors
Maine
$192K -$4.17K -267 -2%
FAIM
156
Financial Advocates Investment Management
Washington
$191K +$220K +14,093 New
SEI Investments
157
SEI Investments
Pennsylvania
$190K -$18K -1,155 -8%
WJWM
158
Williams Jones Wealth Management
New York
$186K
RWA
159
Redhawk Wealth Advisors
Minnesota
$179K -$9.28K -594 -4%
YIH
160
Y-Intercept (HK)
Hong Kong
$179K +$208K +13,286 New
RWB
161
RMR Wealth Builders
New Jersey
$176K +$204K +13,077 New
CFGS
162
Concourse Financial Group Securities
Alabama
$173K +$6.75K +432 +3%
BCM
163
Brookstone Capital Management
Illinois
$172K +$1.17K +75 +0.6%
APA
164
American Portfolios Advisors
New York
$172K -$2.36K -151 -1%
EGA
165
Eagle Global Advisors
Texas
$171K -$175K -11,190 -47%
BPA
166
Beacon Pointe Advisors
California
$171K
P
167
&Partners
Tennessee
$168K
BRWA
168
B. Riley Wealth Advisors
Florida
$164K -$52.3K -3,347 -22%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$162K -$9.04K -579 -5%
WCM
170
WealthBridge Capital Management
Ohio
$162K
NA
171
NewEdge Advisors
Louisiana
$157K -$40.2K -2,572 -18%
Squarepoint
172
Squarepoint
New York
$155K -$598K -38,253 -77%
BTW
173
Boston Trust Walden
Massachusetts
$154K
SB
174
Strategic Blueprint
Georgia
$150K
Fidelity International
175
Fidelity International
Bermuda
$147K -$1.28M -81,983 -88%