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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
651
Valued Retirements
Texas
$425K – – –
CF
652
Centaurus Financial
California
$422K +$223K +1,964 +122%
ECM
653
Evergreen Capital Management
Washington
$422K -$12.8K -113 -3%
HH
654
Hilltop Holdings
Texas
$419K -$253K -2,226 -39%
CCA
655
Checchi Capital Advisers
California
$419K +$18.2K +160 +5%
CFS
656
Coordinated Financial Services
Colorado
$417K -$10.7K -94 -3%
AWM
657
AE Wealth Management
Kansas
$416K +$400K +3,521 New
AFC
658
AFT Forsyth & Company
Florida
$413K – – –
KWM
659
Kingsview Wealth Management
Oregon
$407K -$10.3K -91 -3%
NEI
660
Northwest & Ethical Investments
Ontario, Canada
$405K -$79.4K -700 -17%
IAN
661
Integrated Advisors Network
Texas
$403K -$58.9K -519 -13%
SFA
662
Sequoia Financial Advisors
Ohio
$402K +$20.3K +179 +6%
EWA
663
EP Wealth Advisors
California
$399K +$21K +185 +6%
PA
664
Parallel Advisors
California
$394K +$228K +2,005 +151%
EWM
665
Evercore Wealth Management
New York
$393K -$126K -1,110 -25%
VCM
666
Vivaldi Capital Management
Illinois
$392K +$2.04K +18 +0.5%
PI
667
Pettee Investors
Connecticut
$384K – – –
CG
668
Cynosure Group
Utah
$380K +$43.5K +383 +13%
HAG
669
HighPoint Advisor Group
Illinois
$380K -$19.7K -174 -5%
LFAS
670
Level Four Advisory Services
Texas
$380K +$365K +3,218 New
PCM
671
Poehling Capital Management
Wisconsin
$379K -$21.6K -190 -6%
GSEP
672
Golden State Equity Partners
California
$378K +$364K +3,204 New
IWM
673
IHT Wealth Management
Illinois
$375K +$1.7K +15 +0.5%
BCV
674
Banque Cantonale Vaudoise
Switzerland
$373K -$1.08M -9,493 -75%
OWA
675
Opal Wealth Advisors
New York
$372K +$127K +1,116 +55%
25 26
27
28 29