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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
176
Prime Capital Investment Advisors
Kansas
$250K +$238K +15,021 New
AFO
177
Allie Family Office
Florida
$250K
PI
178
PFG Investments
New York
$246K -$15.6K -985 -6%
ACM
179
Anfield Capital Management
California
$246K +$38.5K +2,432 +20%
WS
180
Wedbush Securities
California
$245K -$11.6K -735 -5%
KFA
181
Kelleher Financial Advisors
New York
$244K +$232K +14,660 New
MA
182
Mutual Advisors
Nebraska
$244K +$232K +14,642 New
Mariner
183
Mariner
Kansas
$240K +$27.4K +1,732 +14%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$240K
QIM
185
Quest Investment Management
Oregon
$235K
BFA
186
Beaumont Financial Advisors
Massachusetts
$235K +$6.26K +396 +3%
CRI
187
Colonial River Investments
Virginia
$233K +$57.6K +3,639 +35%
Corient Private Wealth
188
Corient Private Wealth
Florida
$220K -$28.4K -1,798 -12%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$218K
AI
190
Atom Investors
Texas
$213K +$202K +12,768 New
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$211K +$201K +12,681 New
NA
192
NewEdge Advisors
Louisiana
$210K +$8.32K +526 +5%
MA
193
MAS Advisors
Florida
$209K +$36.3K +2,295 +22%
YIH
194
Y-Intercept (HK)
Hong Kong
$209K +$198K +12,523 New
SWP
195
Stratos Wealth Partners
Ohio
$205K -$1.47K -93 -0.8%
CW
196
Channel Wealth
California
$203K
VIA
197
Virtus Investment Advisers
Connecticut
$203K
WCM
198
WealthBridge Capital Management
Ohio
$200K
BWM
199
BigSur Wealth Management
Florida
$200K +$190K +12,000 New
LA
200
LM Advisors
California
$198K +$188K +11,900 New