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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
601
Cary Street Partners
Virginia
$872K +$70.1K +456 +8%
SFS
602
Sowell Financial Services
Arkansas
$871K +$978K +6,362 New
AWS
603
Atria Wealth Solutions
New York
$866K -$147K -954 -13%
FG
604
Fiduciary Group
Georgia
$864K – – –
SCA
605
STALEY CAPITAL ADVISERS
Pennsylvania
$863K +$969K +6,300 New
CCS
606
Concentric Capital Strategies
Connecticut
$859K -$1.3M -8,475 -57%
JFG
607
Jefferies Financial Group
New York
$853K +$958K +6,228 New
GAM
608
Groupama Asset Management
France
$852K +$956K +6,218 New
HWM
609
Hohimer Wealth Management
Washington
$851K -$158K -1,027 -14%
QCG
610
Quadrant Capital Group
Ohio
$848K +$681K +4,427 +250%
CC
611
Chicago Capital
Illinois
$846K +$77.5K +504 +9%
IFG
612
Independent Financial Group
California
$844K -$6.46M -41,988 -87%
ONB
613
Old National Bancorp
Indiana
$843K +$239K +1,554 +34%
HCPC
614
Hamilton Capital Partners (Canada)
$840K -$253K -1,648 -21%
PP
615
Prudential plc
United Kingdom
$838K – – –
MIM
616
Merrion Investment Management
New Jersey
$832K -$76.9K -500 -8%
RDWM
617
Red Door Wealth Management
Tennessee
$831K -$2.61K -17 -0.3%
AAIS
618
ABN AMRO Investment Solutions
$829K -$60.1K -391 -6%
PPC
619
Park Place Capital
Alabama
$823K -$23.1K -150 -2%
TF
620
Telligent Fund
Hong Kong
$822K +$923K +6,000 New
GSC
621
Ground Swell Capital
South Carolina
$806K +$906K +5,889 New
WPC
622
Wedmont Private Capital
Pennsylvania
$796K +$183K +1,189 +23%
FB
623
Fulton Bank
Pennsylvania
$795K +$340K +2,209 +61%
MFG
624
Menard Financial Group
Texas
$795K +$55.2K +359 +6%
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$790K +$28K +182 +3%
23 24
25
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