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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$475K +$148K +2,215 +40%
US Bancorp
402
US Bancorp
Minnesota
$472K +$31.3K +467 +7%
WW
403
Waterfront Wealth
Kansas
$471K
BP
404
BBR Partners
New York
$463K
EWM
405
Evercore Wealth Management
New York
$456K -$24.4K -364 -5%
GFS
406
GYL Financial Synergies
Connecticut
$456K -$14.3K -214 -3%
Baird Financial Group
407
Baird Financial Group
Wisconsin
$456K -$201 -3 -0%
V
408
Veritable
Delaware
$455K -$2.75K -41 -0.6%
GI
409
GAMCO Investors
Connecticut
$455K -$114K -1,700 -19%
MMA
410
Miracle Mile Advisors
California
$450K
BFG
411
Bleakley Financial Group
New Jersey
$450K +$101K +1,515 +27%
SS
412
Simplicity Solutions
Minnesota
$450K +$225K +3,355 +89%
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$450K -$35.8K -535 -7%
LCWP
414
Legacy Capital Wealth Partners
Arkansas
$449K +$476K +7,115 New
S
415
SignatureFD
Georgia
$444K +$94K +1,403 +25%
NGA
416
Naples Global Advisors
Florida
$442K
TGAM
417
TBH Global Asset Management
Tennessee
$442K +$67K +1,000 +17%
MIM
418
Merrion Investment Management
New Jersey
$436K
WT
419
Whittier Trust
California
$435K -$261K -3,893 -36%
QC
420
Quent Capital
New York
$430K +$4.35K +65 +1%
KSCM
421
Kamunting Street Capital Management
Florida
$427K +$453K +6,765 New
AIG
422
American International Group
New York
$419K -$12.5K -187 -3%
DC
423
Davenport & Co
Virginia
$418K -$403K -6,021 -48%
D.E. Shaw & Co
424
D.E. Shaw & Co
New York
$415K +$440K +6,569 New
SWA
425
SFMG Wealth Advisors
Texas
$408K +$2.34K +35 +0.5%