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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
526
Waterfront Wealth
Kansas
$877K – – –
TWP
527
Tempus Wealth Planning
California
$874K -$45.4K -400 -5%
PCIG
528
Partners Capital Investment Group
Massachusetts
$873K +$839K +7,391 New
NYLIM
529
New York Life Investment Management
New York
$872K +$35.1K +309 +4%
BP
530
BBR Partners
New York
$865K – – –
VI
531
Vestcor Inc
New Brunswick, Canada
$854K – – –
FG
532
Fiduciary Group
Georgia
$850K -$10.2K -90 -1%
AWM
533
Avitas Wealth Management
California
$844K -$46.3K -408 -5%
SWA
534
SFMG Wealth Advisors
Texas
$843K -$53.1K -468 -6%
CTA
535
Chesley Taft & Associates
Illinois
$841K -$6.24K -55 -0.8%
TC
536
TradeLink Capital
Illinois
$838K +$806K +7,100 New
VCM
537
Virtue Capital Management
Tennessee
$836K -$19.3K -170 -2%
CFM
538
Capricorn Fund Managers
United Kingdom
$831K +$799K +7,040 New
YIA
539
YHB Investment Advisors
Connecticut
$823K +$131K +1,151 +20%
HWM
540
Hohimer Wealth Management
Washington
$816K +$785K +6,915 New
BTWM
541
Baker Tilly Wealth Management
Wisconsin
$809K -$92.6K -816 -11%
TGAM
542
TBH Global Asset Management
Tennessee
$801K -$24.1K -212 -3%
WIA
543
World Investment Advisors
California
$792K -$44.8K -395 -6%
KCM
544
Kendall Capital Management
Maryland
$789K – – –
GFS
545
GYL Financial Synergies
Connecticut
$781K -$22.1K -195 -3%
SWP
546
Stratos Wealth Partners
Ohio
$781K -$19.2K -169 -2%
SWM
547
SeaCrest Wealth Management
New York
$777K -$104K -915 -12%
MIM
548
Merrion Investment Management
New Jersey
$776K -$3.4K -30 -0.5%
WT
549
Whittier Trust
California
$771K -$39.8K -351 -5%
CI
550
Carroll Investors
South Carolina
$756K +$727K +6,403 New
20 21
22
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