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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
501
Brewin Dolphin Wealth Management
Ireland
$95K
TWC
502
TD Waterhouse Canada
Ontario, Canada
$94.1K -$281K -5,163 -76%
BCV
503
Banque Cantonale Vaudoise
Switzerland
$92K -$555K -10,200 -84%
SWM
504
Selective Wealth Management
Virginia
$65K
MAM
505
Meeder Asset Management
Ohio
$63K -$20.7K -381 -23%
TH
506
TCTC Holdings
Texas
$61K
CCM
507
Covington Capital Management
California
$58K
TCWA
508
Ten Capital Wealth Advisors
Washington
$57K
MWC
509
MBM Wealth Consultants
Missouri
$56K
PTC
510
Private Trust Company
Ohio
$54K +$60.3K +1,109 New
SWM
511
Spire Wealth Management
Virginia
$54K +$60.6K +1,113 New
SWA
512
SOA Wealth Advisors
New York
$52K
PA
513
Parallel Advisors
California
$52K +$1.2K +22 +2%
HWA
514
Heritage Wealth Advisors
Virginia
$48K
MWA
515
Moser Wealth Advisors
Washington
$48K
QCG
516
Quadrant Capital Group
Ohio
$48K +$5.39K +99 +11%
NFSG
517
Newbridge Financial Services Group
Florida
$42K -$925 -17 -2%
MA
518
Montag & Associates
Georgia
$39K
TFA
519
Toth Financial Advisory
Virginia
$38K
EWA
520
EverSource Wealth Advisors
Alabama
$36K +$9.63K +177 +32%
SSG
521
Summit Securities Group
New York
$34K
RA
522
Rational Advisors
New York
$34K +$6.31K +116 +19%
CT
523
Cambridge Trust
Massachusetts
$34K +$37.7K +693 New
WT
524
Washington Trust
Rhode Island
$34K +$38.1K +700 New
WTA
525
Washington Trust Advisors
Massachusetts
$33K +$5.66K +104 +18%