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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
651
Linden Thomas Advisory Services
North Carolina
$797K -$6.51K -49 -0.9%
SCP
652
Steamboat Capital Partners
New York
$791K -$10.3M -77,670 -93%
PA
653
Procyon Advisors
Connecticut
$786K -$81.8K -616 -10%
ZBNA
654
Zions Bancorporation, National Association
Utah
$786K +$352K +2,652 +95%
SF
655
Summit Financial
New Jersey
$780K -$612K -4,608 -46%
DWM
656
Dynasty Wealth Management
Florida
$761K +$102K +766 +17%
MA
657
Mutual Advisors
Nebraska
$760K +$45.3K +341 +7%
DAS
658
Dynamic Advisor Solutions
Arizona
$755K +$49K +369 +8%
WCA
659
Westover Capital Advisors
Delaware
$752K – – –
OL
660
Odyssean LLC
Connecticut
$741K +$680K +5,118 New
AFM
661
Abbot Financial Management
Massachusetts
$738K – – –
SWM
662
SeaCrest Wealth Management
New York
$734K – – –
FFA
663
Farther Finance Advisors
California
$734K +$209K +1,570 +45%
GI
664
GAMMA Investing
California
$724K +$2.66K +20 +0.4%
HCM
665
Helios Capital Management
Singapore
$724K – – –
WP
666
Westmount Partners
California
$724K – – –
MNA
667
Manning & Napier Advisors
New York
$724K +$664K +5,000 New
UM
668
Ulysses Management
New York
$724K +$664K +5,000 New
SWP
669
Sagespring Wealth Partners
Tennessee
$724K +$16.7K +126 +3%
TAM
670
Trust Asset Management
Texas
$720K -$23.2K -175 -3%
SWP
671
Strategic Wealth Partners
Ohio
$718K -$577K -4,341 -47%
CIA
672
Compass Ion Advisors
Pennsylvania
$717K +$133 +1 +0%
KCM
673
Kendall Capital Management
Maryland
$704K – – –
AWM
674
Angeles Wealth Management
California
$703K -$16.5K -124 -2%
FWIA
675
Fort Washington Investment Advisors
Ohio
$699K +$8.37K +63 +1%
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