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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
BDO Wealth Advisors
Florida
$30K +$15K +960 +76%
Bessemer Group
202
Bessemer Group
New Jersey
$27K
CFB
203
Cullen/Frost Bankers
Texas
$27K
PMFA
204
Plante Moran Financial Advisors
Michigan
$26K +$1.76K +113 +6%
HCP
205
Hexagon Capital Partners
Arkansas
$24K
LPWM
206
Lake Point Wealth Management
Texas
$24K
UB
207
UMB Bank
Missouri
$24K
CFN
208
Cordasco Financial Network
Florida
$22K +$844 +54 +3%
KFS
209
Kelly Financial Services
Massachusetts
$20.9K +$24.2K +1,551 New
TPCW
210
TD Private Client Wealth
New York
$20.1K -$9.69K -620 -29%
CCM
211
Covington Capital Management
California
$20K -$15.5K -992 -40%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$20K -$687 -44 -3%
PA
213
Parallel Advisors
California
$19K -$3.77K -241 -15%
WB
214
Webster Bank
Connecticut
$19K
KA
215
Kozak & Associates
Colorado
$18K +$7.28K +466 +53%
BI
216
Bramshill Investments
Florida
$16K -$1.7M -109,080 -99%
AWM
217
Atticus Wealth Management
Florida
$15K
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K +$15.1K +965 New
MCC
220
Money Concepts Capital
Florida
$13K -$29.2K -1,869 -67%
First Manhattan
221
First Manhattan
New York
$11K
Nomura Asset Management
222
Nomura Asset Management
Japan
$11K +$12.7K +812 New
AWM
223
Activest Wealth Management
Florida
$10K
SWM
224
Spire Wealth Management
Virginia
$10K +$62 +4 +0.6%
AF
225
Allworth Financial
California
$9K +$10.5K +671 New