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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
651
Wedmont Private Capital
Pennsylvania
$575K -$48.8K -394 -7%
HA
652
Harfst & Associates
Wyoming
$571K -$812K -6,552 -56%
AFM
653
Abbot Financial Management
Massachusetts
$568K
IAS
654
Insigneo Advisory Services
Florida
$568K +$76.4K +616 +14%
FMN
655
Financial Management Network
California
$567K -$266K -2,148 -29%
VSQM
656
V-Square Quantitative Management
Illinois
$565K +$68.9K +556 +12%
PA
657
Profund Advisors
Maryland
$565K -$106K -854 -14%
SWM
658
SeaCrest Wealth Management
New York
$565K -$1.61K -13 -0.3%
DAS
659
Dynamic Advisor Solutions
Arizona
$565K -$17.7K -143 -3%
FPCP
660
Fort Point Capital Partners
California
$563K +$627K +5,056 New
WP
661
Westmount Partners
California
$557K
TAM
662
Trust Asset Management
Texas
$554K
GSEP
663
Golden State Equity Partners
California
$554K +$128K +1,030 +26%
CIA
664
Compass Ion Advisors
Pennsylvania
$554K +$1.98K +16 +0.3%
IWC
665
Integrated Wealth Concepts
Massachusetts
$553K +$615K +4,964 New
AWM
666
AE Wealth Management
Kansas
$552K -$1.15M -9,259 -65%
Jennison Associates
667
Jennison Associates
New York
$548K -$8.91M -71,913 -94%
AWM
668
Angeles Wealth Management
California
$545K +$4.46K +36 +0.7%
SF
669
Summit Financial
New Jersey
$524K -$84.7K -683 -13%
SWP
670
Sagespring Wealth Partners
Tennessee
$523K -$38.1K -307 -6%
RPWA
671
Regent Peak Wealth Advisors
Georgia
$521K +$3.1K +25 +0.5%
FTWA
672
Fifth Third Wealth Advisors
Ohio
$518K +$64K +516 +12%
LCWP
673
Legacy Capital Wealth Partners
Arkansas
$510K +$242K +1,951 +74%
TRCT
674
Tower Research Capital (TRC)
New York
$508K -$791K -6,385 -58%
V
675
ViaWealth
Kansas
$507K +$564K +4,553 New