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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Perigon Wealth Management
California
$346K -$14.2K -212 -4%
DC
452
Diametric Capital
Massachusetts
$346K +$367K +5,484 New
SDWIA
453
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$344K
SWP
454
Stratos Wealth Partners
Ohio
$341K -$71.1K -1,062 -16%
SW
455
SVB Wealth
Massachusetts
$337K +$5.42K +81 +2%
FMAEN1
456
Fund Management at Engine No 1
California
$333K +$32.7K +488 +10%
AFM
457
Abbot Financial Management
Massachusetts
$328K
FFM
458
Forum Financial Management
Illinois
$325K +$9.78K +146 +3%
PP
459
Paloma Partners
Connecticut
$323K -$528K -7,882 -61%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$320K +$26.2K +391 +8%
CI
461
Cigna Investments
Connecticut
$319K -$9.51K -142 -3%
AGA
462
Accuvest Global Advisors
Utah
$318K +$337K +5,035 New
WP
463
Westmount Partners
California
$316K
EPA
464
Element Pointe Advisors
Florida
$312K
CAM
465
Crestone Asset Management
Colorado
$304K
RCA
466
Reitz Capital Advisors
Michigan
$303K +$35.8K +535 +13%
PCP
467
Proficio Capital Partners
Massachusetts
$299K -$4.22K -63 -1%
PMG
468
ProVise Management Group
Florida
$299K -$2.68K -40 -0.8%
IAN
469
Integrated Advisors Network
Texas
$298K -$39.8K -595 -11%
PTC
470
Petrus Trust Company
Texas
$291K +$309K +4,612 New
Wealthfront Advisers
471
Wealthfront Advisers
California
$289K +$87K +1,299 +40%
FC
472
FORA Capital
Florida
$286K +$303K +4,524 New
KPWS
473
Kestra Private Wealth Services
Texas
$284K -$84.4K -1,260 -22%
FNBT
474
FineMark National Bank & Trust
Florida
$272K +$288K +4,301 New
PSP
475
Principal Street Partners
Tennessee
$266K