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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$2.1M
NWM
77
Napa Wealth Management
California
$2.1M +$38.6K +2,015 +2%
PIWA
78
Prevail Innovative Wealth Advisors
Kansas
$2.03M +$364K +19,000 +22%
KPWS
79
Kestra Private Wealth Services
Texas
$1.92M -$43.9K -2,288 -2%
PPC
80
Pennington Partners & Co
Maryland
$1.83M
NFG
81
Nations Financial Group
Iowa
$1.83M +$50.3K +2,627 +3%
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$1.75M +$30.3K +1,582 +2%
BHCM
83
Brevan Howard Capital Management
Jersey
$1.67M +$277K +14,456 +20%
S
84
SharpePoint
Arizona
$1.67M +$36K +1,879 +2%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$1.61M +$1.09M +56,797 +173%
IWM
86
IHT Wealth Management
Illinois
$1.59M +$62.9K +3,280 +4%
KAS
87
Kestra Advisory Services
Texas
$1.58M +$870K +45,411 +119%
TI
88
Tidal Investments
Wisconsin
$1.57M +$114K +5,936 +8%
LCWP
89
Legacy Capital Wealth Partners
Arkansas
$1.54M -$7.15K -373 -0.5%
CNFG
90
Creegan & Nassoura Financial Group
New Hampshire
$1.51M -$9.58K -500 -0.6%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.5M -$2.35M -122,441 -61%
IAIM
92
International Assets Investment Management
Florida
$1.49M +$1.15M +60,100 +309%
Point72 Asset Management
93
Point72 Asset Management
Connecticut
$1.43M +$749K +39,101 +108%
DM
94
Delphi Management
Massachusetts
$1.41M -$33.8K -1,761 -2%
NGA
95
Naples Global Advisors
Florida
$1.35M +$29.2K +1,525 +2%
GRP
96
Global Retirement Partners
California
$1.32M +$884K +46,099 +196%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.25M -$131K -6,852 -9%
GSWM
98
Golden State Wealth Management
California
$1.22M -$210K -10,961 -15%
Lido Advisors
99
Lido Advisors
California
$1.19M +$136K +7,088 +13%
CCIA
100
Campbell & Co Investment Adviser
Maryland
$1.16M -$2.05M -107,038 -64%