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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
251
Kelly Financial Services
Massachusetts
$35.5K +$870 +49 +3%
EWP
252
Elevation Wealth Partners
California
$35.4K +$1.56K +88 +5%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$33.1K -$36.2K -2,040 -53%
MIM
254
Macroview Investment Management
Maryland
$32.7K +$675 +38 +2%
AAG
255
Armstrong Advisory Group
Massachusetts
$30K
CJ
256
Caitlin John
Michigan
$30K +$515 +29 +2%
RIL
257
Rothschild Investment LLC
Illinois
$29.5K +$1.77K +100 +7%
AA
258
Ancora Advisors
Ohio
$23.1K
AF
259
Allworth Financial
California
$21.9K +$21K +1,185 New
FCAS
260
First Command Advisory Services
Texas
$19.8K +$19.1K +1,075 New
AWM
261
AllSquare Wealth Management
New York
$18.4K
RCM
262
Raleigh Capital Management
North Carolina
$17.3K
PFA
263
Pathway Financial Advisers
Indiana
$15.4K -$5.13K -289 -26%
PHK
264
Point72 Hong Kong
Hong Kong
$15K +$14.4K +813 New
OP
265
ORG Partners
Indiana
$14.7K -$99.5K -5,604 -87%
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.7K
PTC
267
Private Trust Company
Ohio
$12.6K
AWM
268
Avior Wealth Management
Nebraska
$12K
CWAF
269
Core Wealth Advisors (Florida)
Florida
$11.9K +$11.5K +645 New
W
270
WealthCollab
Washington
$11.8K
CB
271
Community Bank
New York
$11.5K -$4.44K -250 -29%
AIC
272
Archer Investment Corporation
Indiana
$9.52K -$568K -31,997 -98%
WOC
273
West Oak Capital
California
$9K
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$8.69K -$1.61M -90,622 -99%
PP
275
PFS Partners
New Jersey
$7.62K