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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
376
Financial Architects (New Jersey)
New Jersey
$684K – – –
VCS
377
Vaughan & Co Securities
New Jersey
$671K -$15.4K -259 -2%
DADC
378
D.A. Davidson & Co
Montana
$663K -$247K -4,152 -29%
CW
379
CIC Wealth
Maryland
$663K +$617K +10,390 New
SIC
380
Samalin Investment Counsel
New York
$646K -$54.6K -919 -8%
WCP
381
Welch Capital Partners
New York
$638K – – –
AWM
382
Axxcess Wealth Management
California
$629K -$1.78K -30 -0.3%
WI
383
Wintrust Investments
Illinois
$613K – – –
WSC
384
Wellington Shields & Co
New York
$610K +$5.94K +100 +1%
EGM
385
Engineers Gate Manager
New York
$607K -$2.4M -40,388 -81%
VI
386
Vestcor Inc
New Brunswick, Canada
$604K – – –
UA
387
Unison Advisors
District of Columbia
$602K +$3.5K +59 +0.6%
IIM
388
InTrack Investment Management
Vermont
$582K +$46.3K +780 +9%
4WM
389
44 Wealth Management
Oregon
$582K +$86.8K +1,461 +19%
BCM
390
Basso Capital Management
Connecticut
$580K +$541K +9,100 New
IAIM
391
Industrial Alliance Investment Management
Quebec, Canada
$575K – – –
JIP
392
Jaffetilchin Investment Partners
Florida
$574K -$49.1K -826 -8%
GI
393
GAMCO Investors
Connecticut
$568K -$65.3K -1,100 -11%
WANY
394
Wealthspire Advisors (New York)
New York
$566K +$527K +8,875 New
PFC
395
Poplar Forest Capital
California
$561K +$245K +4,129 +89%
SPC
396
Sigma Planning Corp
Michigan
$543K +$535 +9 +0.1%
NIMI
397
Natixis Investment Managers International
France
$541K +$197K +3,315 +64%
MP
398
McDonald Partners
Ohio
$536K +$5.94K +100 +1%
WW
399
Waterfront Wealth
Kansas
$528K – – –
SWM
400
SeaCrest Wealth Management
New York
$525K +$416 +7 +0.1%
14 15
16
17 18