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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$1.89M +$220K +11,279 +14%
Invesco
77
Invesco
Georgia
$1.88M +$192K +9,831 +12%
NFG
78
Nations Financial Group
Iowa
$1.86M +$15.6K +799 +0.9%
LCWP
79
Legacy Capital Wealth Partners
Arkansas
$1.79M -$83.5K -4,277 -5%
HWAM
80
Hennion & Walsh Asset Management
New Jersey
$1.78M -$466K -23,876 -21%
KPWS
81
Kestra Private Wealth Services
Texas
$1.67M +$119K +6,082 +8%
AI
82
Atom Investors
Texas
$1.66M +$1.61M +82,393 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$1.66M +$648K +33,191 +67%
CNFG
84
Creegan & Nassoura Financial Group
New Hampshire
$1.61M -$3.9K -200 -0.2%
TI
85
Tidal Investments
Wisconsin
$1.58M +$50.9K +2,608 +3%
DM
86
Delphi Management
Massachusetts
$1.55M +$46.1K +2,360 +3%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.55M +$290K +14,841 +24%
Barclays
88
Barclays
United Kingdom
$1.43M +$1.39M +71,036 New
IWM
89
IHT Wealth Management
Illinois
$1.35M +$107K +5,487 +9%
S
90
SharpePoint
Arizona
$1.31M +$1.27M +65,125 New
Neuberger Berman Group
91
Neuberger Berman Group
New York
$1.27M +$12.5K +639 +1%
NGA
92
Naples Global Advisors
Florida
$1.25M +$11.7K +600 +1%
EFS
93
Essex Financial Services
Connecticut
$1.22M -$37.2K -1,905 -3%
PIWA
94
Prevail Innovative Wealth Advisors
Kansas
$1.22M -$1.85M -94,699 -61%
Lido Advisors
95
Lido Advisors
California
$1.2M -$69.9K -3,582 -6%
AWC
96
Abundance Wealth Counselors
Pennsylvania
$1.12M -$3.28K -168 -0.3%
AWA
97
Arkadios Wealth Advisors
Georgia
$1.12M -$4.47K -229 -0.4%
FCM
98
FJ Capital Management
Virginia
$1.1M +$1.07M +54,968 New
N
99
Natixis
France
$1.1M -$718K -36,818 -40%
AA
100
ALPS Advisors
Colorado
$1.07M -$45.6K -2,335 -4%