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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
CFM Wealth Partners
Texas
$371K – – –
MAG
677
M3 Advisory Group
Massachusetts
$371K +$357K +3,143 New
KA
678
Kovack Advisors
Florida
$370K +$23.7K +209 +7%
OIA
679
OneDigital Investment Advisors
Kansas
$368K +$86.2K +760 +32%
SAG
680
SageView Advisory Group
California
$367K +$56.1K +494 +19%
CPIG
681
Chicago Partners Investment Group
Illinois
$365K +$14.8K +130 +5%
NFG
682
Nations Financial Group
Iowa
$363K +$349K +3,073 New
RCA
683
Resonant Capital Advisors
Wisconsin
$361K +$29.4K +259 +9%
IAIM
684
International Assets Investment Management
Florida
$359K +$2.5K +22 +0.7%
SB
685
Sunflower Bank
Texas
$357K -$52K -458 -13%
GC
686
Guggenheim Capital
Illinois
$357K -$122K -1,071 -26%
DCM
687
Dudley Capital Management
Virginia
$354K – – –
TW
688
TrinityPoint Wealth
Connecticut
$349K -$3.18K -28 -0.9%
WA
689
Wambolt & Associates
Colorado
$349K -$9.64K -85 -3%
FWM
690
FFT Wealth Management
Pennsylvania
$349K -$18K -159 -5%
NCFG
691
New Century Financial Group
New Jersey
$347K +$333K +2,939 New
CWM
692
CCG Wealth Management
California
$345K +$1.7K +15 +0.5%
MFG
693
Merit Financial Group
Georgia
$344K +$45.6K +402 +16%
IC
694
Inscription Capital
Texas
$344K -$19.5K -172 -6%
BFS
695
Bradley Foster & Sargent
Connecticut
$343K -$8.51K -75 -3%
MSG
696
Main Street Group
Virginia
$342K -$56.6K -499 -15%
AT
697
American Trust
Kentucky
$342K +$86.2K +760 +36%
APG
698
Abacus Planning Group
South Carolina
$333K – – –
VC
699
Vicus Capital
Pennsylvania
$333K -$43.7K -385 -12%
IWC
700
Integrated Wealth Concepts
Massachusetts
$331K -$49.9K -440 -14%
26 27
28
29 30