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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
176
Carolinas Wealth Consulting
North Carolina
$28K +$26.9K +1,736 New
CG
177
Cutler Group
California
$27K -$54.3K -3,500 -67%
PMFA
178
Plante Moran Financial Advisors
Michigan
$27K +$512 +33 +2%
MWP
179
Meridian Wealth Partners
Pennsylvania
$26K +$481 +31 +2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$24K
BFC
181
Bedel Financial Consulting
Indiana
$24K +$23.3K +1,500 New
CFN
182
Cordasco Financial Network
Florida
$23K +$481 +31 +2%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$23K +$359K +23,142 New
PA
184
Parallel Advisors
California
$22K
QT
185
Quantbot Technologies
New York
$22K +$21.6K +1,393 New
AA
186
Ancora Advisors
Ohio
$20K
PCG
187
Private Capital Group
Connecticut
$19K -$14.7K -950 -44%
GRP
188
Global Retirement Partners
California
$19K +$18.8K +1,214 New
OIA
189
Optimum Investment Advisors
Illinois
$18K
BWA
190
BDO Wealth Advisors
Florida
$18K +$388 +25 +2%
RWB
191
RMR Wealth Builders
New Jersey
$18K +$6.43K +415 +61%
AWM
192
Avior Wealth Management
Nebraska
$16K
WB
193
Webster Bank
Connecticut
$15K +$14K +905 New
DAM
194
Delta Asset Management
Tennessee
$13K
First Manhattan
195
First Manhattan
New York
$13K
CAM
196
ClariVest Asset Management
California
$12K
AWM
197
Activest Wealth Management
Florida
$12K +$11.3K +728 New
SWM
198
Spire Wealth Management
Virginia
$10K +$9.38K +605 New
AA
199
AlphaMark Advisors
Kentucky
$9K
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$9K