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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Trust Asset Management
Texas
$705K +$791K +5,147 New
RB
652
Renasant Bank
Mississippi
$704K -$17.7K -115 -2%
FFM
653
Forum Financial Management
Illinois
$704K -$154 -1 -0%
AFM
654
Abbot Financial Management
Massachusetts
$698K – – –
CI
655
Cigna Investments
Connecticut
$697K -$11.2K -73 -1%
DWM
656
Dynasty Wealth Management
Florida
$692K +$777K +5,055 New
FPCP
657
Fort Point Capital Partners
California
$690K +$4.77K +31 +0.6%
WP
658
Westmount Partners
California
$685K -$14K -91 -2%
CIA
659
Compass Ion Advisors
Pennsylvania
$679K +$2K +13 +0.3%
AWM
660
Angeles Wealth Management
California
$666K +$4.77K +31 +0.6%
OWP
661
Obermeyer Wealth Partners
Colorado
$653K -$1.08K -7 -0.1%
EPA
662
Element Pointe Advisors
Florida
$653K -$16K -104 -2%
KNW
663
Kesler Norman & Wride
Utah
$650K +$730K +4,745 New
DAC
664
Dividend Assets Capital
South Carolina
$649K -$67.7K -440 -8%
CAM
665
Close Asset Management
United Kingdom
$644K – – –
RBI
666
Raiffeisen Bank International
Austria
$644K +$307K +1,998 +74%
SAM
667
Seelaus Asset Management
New Jersey
$637K -$34.6K -225 -5%
CA
668
Commerzbank Aktiengesellschaft
Germany
$636K +$236K +1,537 +50%
NGA
669
Naples Global Advisors
Florida
$634K – – –
PS
670
Principal Securities
Iowa
$633K – – –
SF
671
Synovus Financial
Georgia
$632K -$5.69K -37 -0.8%
SC
672
Scotia Capital
Ontario, Canada
$628K +$165K +1,070 +30%
MNBTD
673
Moody National Bank Trust Division
Texas
$625K +$6.3K +41 +0.9%
EI
674
Ellevest Inc
New York
$624K +$15.8K +103 +2%
CTA
675
Chesley Taft & Associates
Illinois
$622K -$8.46K -55 -1%
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