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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
376
Formidable Asset Management
Ohio
$584K +$16.8K +256 +3%
WSC
377
Wellington Shields & Co
New York
$576K +$171K +2,594 +39%
BPA
378
Beacon Pointe Advisors
California
$568K +$602K +9,157 New
V
379
Veritable
Delaware
$561K +$296K +4,494 +99%
KPWS
380
Kestra Private Wealth Services
Texas
$550K -$34.9K -531 -6%
CSPAM
381
Cary Street Partners Asset Management
Virginia
$549K -$65.8K -1,000 -10%
FPA
382
First Pacific Advisors
California
$533K +$13.2K +200 +2%
EH
383
EMG Holdings
Connecticut
$529K +$561K +8,525 New
NIG
384
NFJ Investment Group
Texas
$518K +$550K +8,367 New
YCM
385
Yousif Capital Management
Michigan
$511K +$542K +8,245 New
CC
386
Chicago Capital
Illinois
$509K +$540K +8,213 New
JIP
387
Jaffetilchin Investment Partners
Florida
$509K +$650K +9,878 New
AC
388
Apogem Capital
New York
$508K +$539K +8,193 New
GFS
389
GYL Financial Synergies
Connecticut
$507K +$100K +1,525 +23%
SG
390
Stonnington Group
California
$506K +$585K +8,902 New
TWC
391
TD Waterhouse Canada
Ontario, Canada
$506K +$448K +6,815 New
PP
392
Paloma Partners
Connecticut
$493K -$1.55M -23,533 -75%
BAM
393
Brave Asset Management
New Jersey
$492K – – –
BA
394
Bellwether Advisors
Nebraska
$481K +$490K +7,450 +2,395%
KPW
395
Kore Private Wealth
New York
$480K +$509K +7,745 New
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$473K +$502K +7,638 New
EWM
397
Evercore Wealth Management
New York
$471K +$499K +7,590 New
TPCW
398
TD Private Client Wealth
New York
$470K +$499K +7,583 New
NFG
399
Nations Financial Group
Iowa
$464K +$4.14K +63 +0.8%
LAM
400
Lingohr Asset Management
Germany
$461K +$489K +7,429 New
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