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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
151
Eagle Global Advisors
Texas
$478K -$223K -12,580 -33%
ECM
152
ExodusPoint Capital Management
New York
$472K +$457K +25,800 New
II
153
Inspire Investing
Idaho
$472K +$82K +4,631 +22%
FIA
154
Foundations Investment Advisors
Arizona
$460K -$187K -10,547 -30%
SGI
155
Summit Global Investments
Utah
$442K
CWP
156
Core Wealth Partners
California
$442K
PCIA
157
Prime Capital Investment Advisors
Kansas
$437K -$131K -7,404 -24%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$430K +$28.8K +1,627 +7%
DAS
159
Diversify Advisory Services
Utah
$430K +$396K +22,345 New
GRP
160
Global Retirement Partners
California
$430K +$417K +23,516 New
AIM
161
Aigen Investment Management
New York
$427K +$414K +23,367 New
AI
162
Accredited Investors
Minnesota
$420K
AWS
163
Atria Wealth Solutions
New York
$415K -$3.82M -215,680 -90%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$411K +$3.51K +198 +0.9%
AWM
165
Accel Wealth Management
Iowa
$401K +$19.8K +1,115 +5%
EH
166
Equitable Holdings
New York
$400K -$28K -1,580 -7%
OC
167
Oppenheimer & Co
New York
$389K +$18.8K +1,062 +5%
MA
168
MAS Advisors
Florida
$384K +$12.9K +728 +4%
MML Investors Services
169
MML Investors Services
Massachusetts
$383K +$496 +28 +0.1%
EF
170
Empowered Funds
Pennsylvania
$383K -$33.7K -1,904 -8%
CWM
171
Cornerstone Wealth Management
Missouri
$374K -$53.7K -3,030 -13%
IWC
172
Integrated Wealth Concepts
Massachusetts
$368K +$50.8K +2,865 +17%
CPIG
173
Chicago Partners Investment Group
Illinois
$366K +$57.4K +3,242 +21%
GEM
174
Global Endowment Management
North Carolina
$366K
MPCA
175
Madison Park Capital Advisors
Washington
$366K