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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
626
Capital Management Associates (New York)
New York
$669K -$744K -6,000 -50%
PWP
627
Ponta Wealth Partners
Florida
$663K +$3.47K +28 +0.5%
MWM
628
Mosley Wealth Management
California
$662K +$9.05K +73 +1%
CSP
629
Cary Street Partners
Virginia
$661K +$6.82K +55 +0.9%
WT
630
Whittier Trust
California
$660K – – –
TYCC
631
Texas Yale Capital Corp
Florida
$656K -$80.2K -647 -10%
MIM
632
Merrion Investment Management
New Jersey
$652K -$124K -1,000 -15%
FG
633
Fiduciary Group
Georgia
$648K – – –
PI
634
PFG Investments
New York
$646K -$153K -1,233 -18%
CWM
635
CCG Wealth Management
California
$645K +$297K +2,398 +71%
CAI
636
Capital Advisors Inc
Oklahoma
$643K +$142K +1,149 +25%
CA
637
Commerzbank Aktiengesellschaft
Germany
$639K +$115K +925 +19%
PA
638
Procyon Advisors
Connecticut
$631K +$29.1K +235 +4%
PA
639
Parallel Advisors
California
$623K -$6.45K -52 -0.9%
EFP
640
Elser Financial Planning
Indiana
$617K +$609K +4,910 New
PGF
641
Plan Group Financial
Oklahoma
$614K -$20.1K -162 -3%
IP
642
Indivisible Partners
Florida
$614K +$143K +1,154 +27%
AAP
643
Arax Advisory Partners
Colorado
$609K +$104K +841 +18%
1WA
644
180 Wealth Advisors
Washington
$606K +$245K +1,978 +57%
CCM
645
Coldstream Capital Management
Washington
$597K -$68K -549 -9%
CFG
646
Cooper Financial Group
California
$586K -$60.4K -487 -8%
FFA
647
Farther Finance Advisors
California
$585K +$29.9K +241 +5%
CTA
648
Chesley Taft & Associates
Illinois
$584K +$86K +694 +15%
MYLI
649
Meiji Yasuda Life Insurance
Japan
$580K +$348K +2,810 +117%
IIM
650
Invariant Investment Management
Pennsylvania
$577K +$104K +843 +19%
24 25
26
27 28