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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
276
Archer Investment Corporation
Indiana
$32.3K +$62 +4 +0.2%
CIS
277
Custom Index Systems
New York
$30.4K +$30K +1,927 New
FC
278
Financial Consulate
Maryland
$29.1K -$3.11K -200 -10%
IFWM
279
Institute for Wealth Management
Colorado
$27.8K +$27.4K +1,761 New
BH
280
Burk Holdings
Oklahoma
$27.6K – – –
CI
281
CX Institutional
Indiana
$26K -$7.39K -475 -22%
UBS AM
282
UBS AM
Illinois
$25.3K – – –
SIC
283
Salem Investment Counselors
North Carolina
$23.7K -$544 -35 -2%
AUB
284
Atlantic Union Bankshares
Virginia
$23.7K – – –
HWA
285
HHM Wealth Advisors
Tennessee
$23.7K – – –
EWP
286
Elevation Wealth Partners
California
$21.5K -$29.6K -1,906 -58%
AWM
287
Abound Wealth Management
Tennessee
$20.5K +$20.2K +1,300 New
AA
288
Ancora Advisors
Ohio
$19.7K -$389 -25 -2%
CAM
289
Chesapeake Asset Management
New York
$19.4K -$1.2K -77 -6%
CA
290
Clearstead Advisors
Ohio
$18.9K – – –
HHCP
291
Hilton Head Capital Partners
South Carolina
$17.3K – – –
AssetMark Inc
292
AssetMark Inc
California
$17K -$3.23K -208 -16%
RF
293
Rossby Financial
Florida
$15.7K +$7.45K +479 +92%
Russell Investments Group
294
Russell Investments Group
United Kingdom
$15.5K +$7.93K +510 +107%
NS
295
NBC Securities
Alabama
$15.4K -$2.75K -177 -15%
FGC
296
Financial Gravity Companies
Texas
$14.2K +$14K +900 New
APFP
297
Action Point Financial Planning
Michigan
$13.1K +$12.9K +831 New
ADL
298
Asset Dedication LLC
California
$11.9K – – –
GWM
299
Gilpin Wealth Management
Colorado
$11.4K – – –
VFM
300
Vision Financial Markets
Connecticut
$11.1K -$4.67K -300 -30%