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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
151
Quest Investment Management
Oregon
$177K
AFO
152
Allie Family Office
Florida
$174K
BAM
153
Belpointe Asset Management
Nevada
$174K +$60.3K +4,227 +39%
BRWA
154
B. Riley Wealth Advisors
Florida
$171K +$37.3K +2,611 +22%
OPA
155
Old Port Advisors
Maine
$170K -$285 -20 -0.1%
Victory Capital Management
156
Victory Capital Management
Texas
$166K -$44.2K -3,101 -18%
WJWM
157
Williams Jones Wealth Management
New York
$164K +$4.54K +318 +2%
WCM
158
WealthBridge Capital Management
Ohio
$162K
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$158K +$195K +13,658 New
RWB
160
RMR Wealth Builders
New Jersey
$156K +$5.39K +378 +3%
CFGS
161
Concourse Financial Group Securities
Alabama
$153K +$5.81K +407 +3%
FC
162
FORA Capital
Florida
$149K +$184K +12,904 New
BCM
163
Brookstone Capital Management
Illinois
$146K +$713 +50 +0.4%
Jane Street
164
Jane Street
New York
$145K -$205K -14,332 -53%
P
165
&Partners
Tennessee
$142K -$2.85K -200 -2%
BPA
166
Beacon Pointe Advisors
California
$141K -$7.11K -498 -4%
NA
167
NewEdge Advisors
Louisiana
$138K +$3.4K +238 +2%
IA
168
IFP Advisors
Florida
$136K +$13.1K +920 +11%
CAN
169
Cetera Advisor Networks
California
$136K +$14.4K +1,007 +9%
RWA
170
Redhawk Wealth Advisors
Minnesota
$134K -$23.3K -1,634 -12%
ACM
171
Aquatic Capital Management
Illinois
$133K +$32.8K +2,300 +25%
Mariner
172
Mariner
Kansas
$132K -$85.2K -5,974 -34%
BTW
173
Boston Trust Walden
Massachusetts
$132K
MA
174
MAS Advisors
Florida
$130K +$160K +11,247 New
Fidelity International
175
Fidelity International
Bermuda
$128K