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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
676
Principal Street Partners
Tennessee
$697K -$40.4K -255 -6%
CAI
677
Capital Advisors Inc
Oklahoma
$695K +$32.6K +206 +5%
FNBT
678
FineMark National Bank & Trust
Florida
$694K
SFC
679
SYM Financial Corp
Indiana
$694K +$665K +4,200 New
TWP
680
Tempus Wealth Planning
California
$692K -$374K -2,360 -36%
VCS
681
Vaughan & Co Securities
New Jersey
$687K -$19.8K -125 -3%
BP
682
Ballentine Partners
Massachusetts
$687K -$81.3K -513 -11%
LC
683
Lindbrook Capital
California
$685K +$119K +750 +22%
FFS
684
Fortress Financial Solutions
Arizona
$685K +$657K +4,145 New
CWA
685
Clearview Wealth Advisors
Oregon
$684K +$656K +4,140 New
IWM
686
IHT Wealth Management
Illinois
$681K +$145K +913 +28%
CIAM
687
Caitong International Asset Management
Hong Kong
$681K +$653K +4,123 New
DIA
688
Dana Investment Advisors
Wisconsin
$680K +$652K +4,116 New
GCM
689
Greenland Capital Management
New York
$677K -$2.18M -13,738 -77%
EH
690
Equitable Holdings
New York
$675K -$246K -1,552 -28%
MIM
691
Morningstar Investment Management
Illinois
$674K
FTWA
692
Fifth Third Wealth Advisors
Ohio
$667K +$640K +4,040 New
SDWIA
693
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$661K -$68.6K -433 -10%
IAS
694
Insigneo Advisory Services
Florida
$660K +$232K +1,466 +58%
AAS
695
Ameritas Advisory Services
Nebraska
$648K +$621K +3,923 New
FC
696
Farringdon Capital
United Kingdom
$648K +$621K +3,923 New
SCA
697
Snowden Capital Advisors
New York
$645K +$72.7K +459 +13%
PMG
698
ProVise Management Group
Florida
$643K -$7.92K -50 -1%
SSW
699
Stone Summit Wealth
Florida
$640K
PCP
700
Proficio Capital Partners
Massachusetts
$639K -$49.3K -311 -7%