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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
176
IMC Chicago
Illinois
$455K +$436K +24,177 New
SGI
177
Summit Global Investments
Utah
$455K
CWP
178
Core Wealth Partners
California
$455K
PPW
179
Pasadena Private Wealth
California
$452K +$109K +6,062 +34%
AI
180
Accredited Investors
Minnesota
$433K
IRP
181
Investment Research Partners
Pennsylvania
$420K +$2.09K +116 +0.5%
DAS
182
Diversify Advisory Services
Utah
$416K -$27.6K -1,531 -7%
CWM
183
Cornerstone Wealth Management
Missouri
$396K -$2.27K -126 -0.6%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$395K +$192K +10,670 +103%
KFA
185
Kelleher Financial Advisors
New York
$381K +$366K +20,267 New
RWB
186
RMR Wealth Builders
New Jersey
$381K +$3.23K +179 +0.9%
MPCA
187
Madison Park Capital Advisors
Washington
$376K
GEM
188
Global Endowment Management
North Carolina
$376K +$90.2K +5,000 +33%
SFS
189
Sowell Financial Services
Arkansas
$371K +$65K +3,603 +22%
FNT
190
First National Trust
Pennsylvania
$370K
AWM
191
Apollon Wealth Management
South Carolina
$366K +$5.43K +301 +2%
PWP
192
Principle Wealth Partners
Connecticut
$365K
CPIG
193
Chicago Partners Investment Group
Illinois
$359K +$4.64K +257 +1%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$357K +$649 +36 +0.2%
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$352K
IA
196
Inspire Advisors
Idaho
$334K -$4.29K -238 -1%
MMA
197
Miracle Mile Advisors
California
$305K +$292K +16,183 New
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
$295K +$283K +15,663 New
SW
199
SteelPeak Wealth
California
$293K -$405K -22,442 -59%
HWM
200
HB Wealth Management
Georgia
$292K +$64.6K +3,583 +30%