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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
626
Centaurus Financial
California
$803K +$128K +903 +18%
MOS
627
MGO One Seven
Ohio
$799K -$1.38M -9,740 -62%
VT
628
Vise Technologies
New York
$792K +$141K +997 +20%
ONB
629
Old National Bancorp
Indiana
$787K +$60.3K +426 +8%
LCM
630
Laurion Capital Management
New York
$786K -$1.56M -11,021 -65%
WT
631
Whittier Trust
California
$783K -$49.3K -348 -5%
CSP
632
Cary Street Partners
Virginia
$782K -$4.25K -30 -0.5%
WPC
633
Wedmont Private Capital
Pennsylvania
$773K +$5.24K +37 +0.6%
IWA
634
Icon Wealth Advisors
Texas
$770K +$817K +5,774 New
CCM
635
Coldstream Capital Management
Washington
$765K +$244K +1,721 +43%
GFG
636
Greystone Financial Group
Michigan
$758K +$805K +5,689 New
BTWM
637
Baker Tilly Wealth Management
Wisconsin
$752K +$8.07K +57 +1%
SFP
638
Shepherd Financial Partners
Massachusetts
$746K +$283 +2 +0%
LFAS
639
Level Four Advisory Services
Texas
$742K +$235K +1,659 +42%
LTAS
640
Linden Thomas Advisory Services
North Carolina
$740K +$11K +78 +1%
PGF
641
Plan Group Financial
Oklahoma
$725K +$33.8K +239 +5%
VWA
642
Visionary Wealth Advisors
Illinois
$718K +$115K +810 +18%
NA
643
Navellier & Associates
Nevada
$704K +$151K +1,067 +25%
FFM
644
Forum Financial Management
Illinois
$700K +$15.9K +112 +2%
WWM
645
Whalen Wealth Management
Nevada
$699K +$493K +3,482 +198%
VVP
646
Venture Visionary Partners
Ohio
$696K +$740K +5,224 New
TCM
647
Triumph Capital Management
Colorado
$693K -$24.1K -170 -3%
WCA
648
Westover Capital Advisors
Delaware
$692K -$8.49K -60 -1%
TAM
649
Trust Asset Management
Texas
$686K – – –
FB
650
Fulton Bank
Pennsylvania
$680K +$31.3K +221 +5%
24 25
26
27 28