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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
551
Poplar Forest Capital
California
$430K +$1.32K +15 +0.3%
FB
552
Fulton Bank
Pennsylvania
$427K +$15K +170 +4%
PMG
553
ProVise Management Group
Florida
$414K -$5.3K -60 -1%
EH
554
Equitable Holdings
New York
$413K +$391K +4,428 New
CAM
555
Close Asset Management
United Kingdom
$410K +$35.3K +400 +10%
YIA
556
YHB Investment Advisors
Connecticut
$407K +$386K +4,370 New
WPC
557
Wedmont Private Capital
Pennsylvania
$405K +$63.2K +716 +21%
CAI
558
Capital Advisors Inc
Oklahoma
$401K – – –
IFG
559
Independent Financial Group
California
$401K – – –
BC
560
Bridgefront Capital
Texas
$394K +$44K +498 +13%
PSP
561
Principal Street Partners
Tennessee
$393K -$373K -4,219 -50%
HFM
562
Harvest Fund Management
China
$390K -$88.8K -1,006 -19%
PAS
563
Park Avenue Securities
New York
$389K -$33.7K -382 -8%
HAG
564
HighPoint Advisor Group
Illinois
$389K +$303K +3,430 New
LSA
565
Leonteq Securities AG
Switzerland
$386K +$50.2K +569 +16%
ECM
566
Evergreen Capital Management
Washington
$383K – – –
VA
567
Vident Advisory
Georgia
$383K +$160K +1,811 +79%
NS
568
NBC Securities
Alabama
$380K – – –
AWM
569
Ameliora Wealth Management
Switzerland
$375K +$356K +4,027 New
FNBT
570
FineMark National Bank & Trust
Florida
$375K – – –
AIM
571
Achmea Investment Management
Netherlands
$374K +$355K +4,016 New
SFPG
572
Stonebridge Financial Planning Group
Florida
$373K – – –
FCG
573
Fielder Capital Group
Tennessee
$373K +$353K +4,000 New
FTDI
574
First Trust Direct Indexing
Massachusetts
$371K +$85.6K +969 +32%
AT
575
American Trust
Kentucky
$370K -$508K -5,751 -59%
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