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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
DI
651
Disciplined Investments
Oklahoma
$3.13K +$1.54K +26 +113%
SIC
652
SJS Investment Consulting
Ohio
$2.93K +$1.9K +32 +229%
AWM
653
Accel Wealth Management
Iowa
$2.76K
HGWM
654
Harvest Group Wealth Management
Massachusetts
$2.55K +$178 +3 +8%
MPCL
655
My Personal CFO LLC
Washington
$2.55K +$2.38K +40 New
RTL
656
Red Tortoise LLC
Georgia
$2.42K +$2.26K +38 New
JWA
657
JFS Wealth Advisors
Pennsylvania
$2.23K +$356 +6 +21%
BWM
658
BerganKDV Wealth Management
Minnesota
$2.04K +$1.9K +32 New
RG
659
Retirement Group
California
$2K +$1.84K +31 New
RWM
660
Raffa Wealth Management
District of Columbia
$1.79K
CTA
661
Colonial Trust Advisors
South Carolina
$1.59K +$1.49K +25 New
CCM
662
Cribstone Capital Management
Maine
$1.34K +$59 +1 +5%
BEI
663
Benjamin Edwards Inc
Missouri
$1K
CAL
664
Capital Analysts LLC
Pennsylvania
$1K
CT
665
Clearstead Trust
Maine
$1K
PCM
666
Penserra Capital Management
California
$1K +$1.78K +30 New
GJIA
667
Glass Jacobson Investment Advisors
Maryland
$957 +$891 +15 New
FFC
668
First Financial Corp
Indiana
$893
PAG
669
Private Advisor Group
New Jersey
$689 -$137K -2,309 -18%
GI
670
Gradient Investments
Minnesota
$574 -$2.97K -50 -85%
AWM
671
Accurate Wealth Management
Florida
$333 +$297 +5 New
FA
672
Fiduciary Alliance
South Carolina
$255 +$238 +4 New
MHR
673
Matthew Hamilton Rosenberg
$191 +$178 +3 New
TWP
674
TFO Wealth Partners
Ohio
$187 +$238 +4 New
Massachusetts Financial Services
675
Massachusetts Financial Services
Massachusetts
-$107M -2,300,000 Closed