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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
601
United Capital Financial Advisors
Texas
$577K -$12.5K -108 -2%
MIM
602
Morningstar Investment Management
Illinois
$577K +$471K +4,081 New
CTA
603
Chesley Taft & Associates
Illinois
$575K -$291K -2,523 -35%
HWM
604
HB Wealth Management
Georgia
$573K +$58.2K +504 +12%
GSEP
605
Golden State Equity Partners
California
$567K +$155K +1,339 +42%
MNBTD
606
Moody National Bank Trust Division
Texas
$565K -$794K -6,875 -60%
SDWIA
607
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$554K
LIM
608
Leavell Investment Management
Alabama
$550K +$23.1K +200 +5%
DFA
609
Davies Financial Advisors
California
$549K +$346 +3 +0.1%
EI
610
Ellevest Inc
New York
$548K -$192K -1,667 -28%
NA
611
Navellier & Associates
Nevada
$545K -$158K -1,366 -24%
SG Americas Securities
612
SG Americas Securities
New York
$543K +$502K +4,348 New
RPWA
613
Regent Peak Wealth Advisors
Georgia
$542K +$5.54K +48 +1%
CIS
614
Custom Index Systems
New York
$541K +$6.12K +53 +1%
SFI
615
Siemens Fonds Invest
Germany
$538K +$269K +2,329 +118%
GDP
616
Great Diamond Partners
Maine
$537K +$496K +4,296 New
VCS
617
Vaughan & Co Securities
New Jersey
$535K -$10.4K -90 -2%
PSP
618
Principal Street Partners
Tennessee
$528K
Baird Financial Group
619
Baird Financial Group
Wisconsin
$526K -$83.7K -725 -15%
ONB
620
Old National Bancorp
Indiana
$526K -$59.3K -514 -11%
FNBT
621
FineMark National Bank & Trust
Florida
$525K +$9.7K +84 +2%
PCP
622
Proficio Capital Partners
Massachusetts
$522K -$27.5K -238 -5%
CG
623
Caprock Group
Idaho
$503K -$23K -199 -5%
WSFS
624
Wilmington Savings Fund Society
Delaware
$503K +$465K +4,027 New
IIM
625
InTrack Investment Management
Vermont
$502K +$167K +1,447 +56%