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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
651
GAMMA Investing
California
$676K +$233K +1,852 +48%
AWM
652
AE Wealth Management
Kansas
$675K +$94.3K +750 +15%
WPC
653
Wedmont Private Capital
Pennsylvania
$672K +$26.9K +214 +4%
PI
654
PFG Investments
New York
$672K -$14.7K -117 -2%
DAS
655
Dynamic Advisor Solutions
Arizona
$671K +$75.4K +600 +12%
V
656
ViaWealth
Kansas
$665K +$134K +1,066 +23%
FMN
657
Financial Management Network
California
$663K +$25.8K +205 +4%
1WA
658
180 Wealth Advisors
Washington
$659K +$16.5K +131 +2%
PWP
659
Perfromance Wealth Partners
Illinois
$655K -$258K -2,050 -27%
EI
660
EFG International
$655K -$213K -1,696 -23%
NP
661
NorthRock Partners
Minnesota
$646K +$128K +1,020 +23%
SF
662
Summit Financial
New Jersey
$641K +$89.9K +715 +15%
SWP
663
Sagespring Wealth Partners
Tennessee
$637K +$87.6K +697 +15%
AWM
664
Angeles Wealth Management
California
$623K +$46.4K +369 +8%
CTA
665
Chesley Taft & Associates
Illinois
$617K -$2.64K -21 -0.4%
CAI
666
Capital Advisors Inc
Oklahoma
$617K -$69.8K -555 -10%
LFAS
667
Level Four Advisory Services
Texas
$615K -$200K -1,589 -23%
VT
668
Vise Technologies
New York
$614K -$195K -1,551 -23%
PGF
669
Plan Group Financial
Oklahoma
$609K -$46K -366 -7%
AFM
670
Abbot Financial Management
Massachusetts
$603K – – –
TAM
671
Trust Asset Management
Texas
$602K +$14.2K +113 +2%
EAM
672
Erste Asset Management
Austria
$600K +$657K +5,227 New
RIG
673
RiverFront Investment Group
Virginia
$600K +$90.8K +722 +17%
SWM
674
SeaCrest Wealth Management
New York
$595K -$5.66K -45 -0.9%
FPCP
675
Fort Point Capital Partners
California
$594K -$4.53K -36 -0.7%
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