We are live on ! Find out more
HTGC icon

Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$34.8K -$72.2K -3,700 -68%
CJ
277
Caitlin John
Michigan
$34.4K +$585 +30 +2%
EWP
278
Elevation Wealth Partners
California
$34.2K -$1.25K -64 -4%
KSWA
279
Kathleen S. Wright Associates
Pennsylvania
$31.7K
SIC
280
Salem Investment Counselors
North Carolina
$31.1K -$5.85K -300 -16%
PPA
281
Painted Porch Advisors
California
$30.8K +$59 +3 +0.2%
HWA
282
HHM Wealth Advisors
Tennessee
$30.1K
AG
283
AmeriFlex Group
Nevada
$28.8K +$26.6K +1,361 New
SWM
284
Spire Wealth Management
Virginia
$27.2K +$59 +3 +0.2%
Acadian Asset Management
285
Acadian Asset Management
Massachusetts
$27K +$27K +1,383 New
AA
286
Ancora Advisors
Ohio
$25.1K
AF
287
Allworth Financial
California
$20.6K +$468 +24 +2%
CWP
288
Clark Wealth Partners
Illinois
$20.6K +$20K +1,023 New
AWM
289
AllSquare Wealth Management
New York
$20.1K
DSC
290
Duncker Streett & Co
Missouri
$20.1K +$19.5K +1,000 New
RCM
291
Raleigh Capital Management
North Carolina
$18.9K
CWM
292
Crowley Wealth Management
Delaware
$18.1K +$17.6K +900 New
AFG
293
Albion Financial Group
Utah
$17.8K +$17.3K +887 New
PFA
294
Pathway Financial Advisers
Indiana
$16.8K
CIAM
295
Caitong International Asset Management
Hong Kong
$16.4K +$15.9K +816 New
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K
ADL
297
Asset Dedication LLC
California
$15.2K
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$15K -$33.8K -1,731 -70%
TSMHT
299
Thurston Springer Miller Herd & Titak
Indiana
$14.1K
PTC
300
Private Trust Company
Ohio
$13.7K