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Hercules Capital

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$52.4K +$1.3K +96 +2%
HCM
202
Highlander Capital Management
New Jersey
$47K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$43K +$1.2K +88 +3%
CAS
204
Coppell Advisory Solutions
Texas
$41.8K +$42.9K +3,159 New
CASC
205
Coppell Advisory Solutions Corp
Texas
$41.8K +$42.9K +3,159 New
IGWM
206
ICA Group Wealth Management
Colorado
$39.7K +$40.8K +3,000 New
TCM
207
Tradewinds Capital Management
Washington
$39K +$992 +73 +3%
MCC
208
Money Concepts Capital
Florida
$38.1K +$26.9K +1,983 +220%
HI
209
Harbour Investments
Wisconsin
$36.4K +$1.3K +96 +4%
HCM
210
Hollencrest Capital Management
California
$33.3K +$34.3K +2,522 New
QL
211
Quarry LP
New York
$32.4K +$33.3K +2,452 New
DAM
212
Delta Asset Management
Tennessee
$31.6K +$32.4K +2,388 New
BWA
213
BDO Wealth Advisors
Florida
$31.1K +$965 +71 +3%
EWA
214
EverSource Wealth Advisors
Alabama
$29.8K +$30.6K +2,252 New
WOSD
215
WFA of San Diego
California
$29.1K +$29.9K +2,200 New
PMFA
216
Plante Moran Financial Advisors
Michigan
$26.7K +$679 +50 +3%
CFB
217
Cullen/Frost Bankers
Texas
$26.4K
HCP
218
Hexagon Capital Partners
Arkansas
$24.3K -$95 -7 -0.4%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$24.3K +$4.55K +335 +22%
KA
220
Kozak & Associates
Colorado
$22K +$557 +41 +3%
KFS
221
Kelly Financial Services
Massachusetts
$21.9K +$775 +57 +4%
FFA
222
Farther Finance Advisors
California
$21.4K +$22K +1,620 New
WB
223
Webster Bank
Connecticut
$19K
CS
224
Comerica Securities
Michigan
$19K +$19.5K +1,436 New
AA
225
Ancora Advisors
Ohio
$17K -$313K -23,000 -95%