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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$194K +$271 +16 +0.1%
TCWM
177
Total Clarity Wealth Management
Illinois
$190K +$18.1K +1,067 +10%
BTW
178
Boston Trust Walden
Massachusetts
$189K
SBIA
179
Sheaff Brock Investment Advisors
Indiana
$189K +$5.09K +300 +3%
SB
180
Strategic Blueprint
Georgia
$184K +$188K +11,090 New
KPWS
181
Kestra Private Wealth Services
Texas
$183K +$187K +11,048 New
PFA
182
Peak Financial Advisors
Colorado
$174K +$178K +10,475 New
DI
183
Diligent Investors
California
$173K +$356 +21 +0.2%
IWM
184
IHT Wealth Management
Illinois
$168K +$171K +10,108 New
TC
185
Telemus Capital
Michigan
$166K
LWA
186
Lineweaver Wealth Advisors
Ohio
$166K +$170K +10,042 New
PO
187
Private Ocean
California
$125K
HNWAG
188
High Net Worth Advisory Group
Florida
$78K +$79.7K +4,700 New
BLC
189
Brown, Lisle/Cummings
Rhode Island
$78K +$79.7K +4,700 New
CCM
190
Chilton Capital Management
Texas
$71K +$73K +4,305 New
CWC
191
Carolinas Wealth Consulting
North Carolina
$65K +$814 +48 +1%
HCM
192
Highlander Capital Management
New Jersey
$59K
ED
193
Exane Derivatives
France
$57.5K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$55K +$31.1K +1,835 +122%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$53K +$458 +27 +0.9%
OCM
196
Orion Capital Management
California
$50K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$48K +$49K +2,893 New
CG
198
Cutler Group
California
$46K +$47.4K +2,798 New
TCM
199
Tradewinds Capital Management
Washington
$45K +$865 +51 +2%
CCM
200
Covington Capital Management
California
$41K