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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
651
CFM Wealth Partners
Texas
$354K – – –
MFS
652
Mirabella Financial Services
United Kingdom
$351K +$328K +3,111 New
FWM
653
FFT Wealth Management
Pennsylvania
$350K +$39.6K +375 +14%
PP
654
Paloma Partners
Connecticut
$350K +$44.3K +420 +16%
RG
655
Rathbones Group
United Kingdom
$349K -$165K -1,565 -34%
IC
656
Inscription Capital
Texas
$347K +$325K +3,084 New
WA
657
Wambolt & Associates
Colorado
$340K -$241K -2,281 -43%
DTL
658
Dynamic Technology Lab
Singapore
$340K +$320K +3,028 New
IAIM
659
International Assets Investment Management
Florida
$339K -$10.2K -97 -3%
DCM
660
Dudley Capital Management
Virginia
$337K – – –
TW
661
TrinityPoint Wealth
Connecticut
$336K -$21.5K -204 -6%
ACA
662
Atlas Capital Advisors
Wyoming
$336K +$95.2K +902 +43%
BFS
663
Bradley Foster & Sargent
Connecticut
$335K – – –
IPW
664
Impact Partnership Wealth
Georgia
$334K +$7.28K +69 +2%
IIC
665
Integrated Investment Consultants
Michigan
$330K +$309K +2,932 New
KA
666
Kovack Advisors
Florida
$328K +$18.4K +174 +6%
PWM
667
Perigon Wealth Management
California
$328K +$20.1K +190 +7%
CWM
668
CCG Wealth Management
California
$327K +$306K +2,904 New
CPIG
669
Chicago Partners Investment Group
Illinois
$323K +$53K +502 +21%
MPM
670
MBB Public Markets
Illinois
$320K +$300K +2,846 New
CG
671
Cynosure Group
Utah
$319K +$300K +2,839 New
APG
672
Abacus Planning Group
South Carolina
$317K – – –
CG
673
Caprock Group
Idaho
$315K +$296K +2,803 New
RCA
674
Resonant Capital Advisors
Wisconsin
$314K +$65K +616 +28%
PIA
675
Powell Investment Advisors
Florida
$314K – – –
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