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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
676
Kendall Capital Management
Maryland
$507K -$38.4K -310 -6%
VWM
677
Valley Wealth Managers
New Jersey
$506K -$27.4K -221 -5%
SFS
678
Sowell Financial Services
Arkansas
$505K +$86.1K +695 +18%
BA
679
Bridgewater Associates
Connecticut
$503K +$559K +4,513 New
BFM
680
Boothbay Fund Management
New York
$502K -$2.34M -18,893 -81%
BWA
681
Brave Warrior Advisors
New York
$501K +$558K +4,500 New
KIM
682
Kestra Investment Management
Texas
$501K -$28.4K -229 -5%
CRI
683
Colonial River Investments
Virginia
$498K +$34K +274 +7%
CA
684
Carson Advisory
Georgia
$497K +$6.45K +52 +1%
NP
685
NorthRock Partners
Minnesota
$495K +$551K +4,444 New
RFC
686
Regions Financial Corp
Alabama
$493K +$236K +1,901 +75%
IFWM
687
Institute for Wealth Management
Colorado
$487K +$40.4K +326 +8%
CFO
688
Callan Family Office
Pennsylvania
$485K -$280K -2,257 -34%
RIG
689
RiverFront Investment Group
Virginia
$485K +$12.4K +100 +2%
PSP
690
Principal Street Partners
Tennessee
$484K +$6.69K +54 +1%
DWT
691
Dorsey & Whitney Trust
South Dakota
$479K -$56.5K -456 -10%
WQ
692
Wealth Quarterback
New Jersey
$478K +$24.4K +197 +5%
VR
693
Vision Retirement
New Jersey
$469K -$37.8K -305 -7%
CAM
694
Close Asset Management
United Kingdom
$468K – – –
AIP
695
Ameritas Investment Partners
Nebraska
$467K – – –
TPCW
696
TD Private Client Wealth
New York
$464K -$22.4K -181 -4%
UB
697
Umpqua Bank
Oregon
$462K +$78K +629 +18%
KA
698
Kintegral Advisory
New York
$459K -$22.7K -183 -4%
MSA
699
Marino Stram & Associates
Massachusetts
$457K +$21.4K +173 +4%
KWA
700
Kingswood Wealth Advisors
California
$456K -$3.72K -30 -0.7%
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28
29 30