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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$380K +$426K +7,832 New
GFS
402
GYL Financial Synergies
Connecticut
$379K -$19.4K -356 -4%
NIMI
403
Natixis Investment Managers International
France
$378K +$425K +7,810 New
VCM
404
Vivaldi Capital Management
Illinois
$377K
KPW
405
Kore Private Wealth
New York
$376K +$435 +8 +0.1%
4WM
406
44 Wealth Management
Oregon
$372K -$528K -9,701 -56%
EWM
407
Evercore Wealth Management
New York
$368K
Baird Financial Group
408
Baird Financial Group
Wisconsin
$359K +$33.9K +623 +9%
SWP
409
Stratos Wealth Partners
Ohio
$359K +$403K +7,413 New
NFG
410
Nations Financial Group
Iowa
$358K -$5.88K -108 -1%
EWA
411
EP Wealth Advisors
California
$356K +$164K +3,023 +70%
BP
412
BBR Partners
New York
$355K +$23.3K +428 +6%
WW
413
Waterfront Wealth
Kansas
$354K
V
414
Veritable
Delaware
$351K -$97.9K -1,800 -20%
UA
415
Unison Advisors
District of Columbia
$347K +$389K +7,141 New
BAMF
416
BI Asset Management Fondsmaeglerselskab
Denmark
$342K +$204K +3,753 +114%
MIM
417
Merrion Investment Management
New Jersey
$335K
SOADOR
418
State of Alaska Department of Revenue
Alaska
$335K +$377K +6,920 New
US Bancorp
419
US Bancorp
Minnesota
$329K +$27.6K +507 +8%
WA
420
Wambolt & Associates
Colorado
$326K -$1.9K -35 -0.5%
SAM
421
Seelaus Asset Management
New Jersey
$326K +$366K +6,735 New
TMAM
422
Tokio Marine Asset Management
Japan
$323K +$90.2K +1,657 +33%
AIG
423
American International Group
New York
$320K +$40.1K +737 +13%
CCM
424
Compton Capital Management
Rhode Island
$315K
PP
425
Prudential plc
United Kingdom
$310K -$190K -3,484 -35%