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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$234K -$212K -12,943 -48%
QIM
177
Quest Investment Management
Oregon
$232K
JMPWA
178
JP Morgan Private Wealth Advisors
California
$225K -$113K -6,909 -33%
BFA
179
Beaumont Financial Advisors
Massachusetts
$225K +$6.04K +369 +3%
Verition Fund Management
180
Verition Fund Management
Connecticut
$223K -$182K -11,143 -45%
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$215K
LWA
182
Lineweaver Wealth Advisors
Ohio
$209K +$2.78K +170 +1%
Mariner
183
Mariner
Kansas
$208K +$8.6K +525 +4%
SWP
184
Stratos Wealth Partners
Ohio
$203K +$203K +12,380 New
ACM
185
Anfield Capital Management
California
$202K +$202K +12,316 New
CW
186
Channel Wealth
California
$200K -$13.2K -809 -6%
VIA
187
Virtus Investment Advisers
Connecticut
$200K
WCM
188
WealthBridge Capital Management
Ohio
$197K
OPA
189
Old Port Advisors
Maine
$196K +$195K +11,942 New
HT
190
Heritage Trust
Oklahoma
$195K
NA
191
NewEdge Advisors
Louisiana
$191K -$32.7K -2,000 -15%
HF
192
HRT Financial
New York
$189K +$189K +11,556 New
OAM
193
Origin Asset Management
United Kingdom
$187K +$187K +11,400 New
CCA
194
Childress Capital Advisors
Texas
$187K +$186K +11,370 New
P
195
&Partners
Tennessee
$184K -$17.6K -1,075 -9%
Brown Advisory
196
Brown Advisory
Maryland
$180K
JMF
197
Johnson Midwest Financial
Iowa
$172K
CRI
198
Colonial River Investments
Virginia
$170K +$169K +10,338 New
MA
199
MAS Advisors
Florida
$168K
NHC
200
Nicholas Hoffman & Company
Georgia
$168K +$167K +10,228 New