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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$33K +$597 +34 +2%
HCP
202
Hexagon Capital Partners
Arkansas
$32K
LPWM
203
Lake Point Wealth Management
Texas
$32K
UB
204
UMB Bank
Missouri
$32K
PA
205
Parallel Advisors
California
$29K -$755 -43 -3%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$28K -$31.4K -1,791 -54%
CFN
207
Cordasco Financial Network
Florida
$28K +$738 +42 +3%
BFC
208
Bedel Financial Consulting
Indiana
$27K
WB
209
Webster Bank
Connecticut
$25K +$8.69K +495 +55%
BWA
210
BDO Wealth Advisors
Florida
$23K +$615 +35 +3%
CBT
211
CoreFirst Bank & Trust
Kansas
$22K
AWM
212
Atticus Wealth Management
Florida
$20K
DHGWA
213
Dixon Hughes Goodman Wealth Advisors
North Carolina
$18K
S
214
SignatureFD
Georgia
$18K +$17.1K +973 New
SOW
215
State of Wyoming
Wyoming
$16K +$15.9K +903 New
KA
216
Kozak & Associates
Colorado
$15K
First Manhattan
217
First Manhattan
New York
$14K
AWM
218
Activest Wealth Management
Florida
$14K +$369 +21 +3%
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K +$14K +795 New
DFCM
220
Dark Forest Capital Management
Puerto Rico
$14K +$14.1K +804 New
SWM
221
Spire Wealth Management
Virginia
$13K +$53 +3 +0.4%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$11K
MMG
223
Monetary Management Group
Missouri
$11K +$10.5K +600 New
AA
224
AlphaMark Advisors
Kentucky
$10K
WOC
225
West Oak Capital
California
$9K