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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
701
Kingswood Wealth Advisors
California
$343K +$315K +2,730 New
AWA
702
Aaron Wealth Advisors
Illinois
$341K +$24.2K +210 +8%
VAS
703
Vestmark Advisory Solutions
Massachusetts
$340K -$1.74M -15,041 -85%
HCM
704
Hollencrest Capital Management
California
$339K +$231 +2 +0.1%
PGF
705
Plan Group Financial
Oklahoma
$337K +$311K +2,696 New
CWP
706
Cyndeo Wealth Partners
Florida
$336K +$8.89K +77 +3%
LTI
707
Laffer Tengler Investments
Tennessee
$333K +$308K +2,664 New
CWC
708
Carolinas Wealth Consulting
North Carolina
$332K +$57.8K +501 +23%
Mirae Asset Global ETFs Holdings
709
Mirae Asset Global ETFs Holdings
Hong Kong
$332K +$18.4K +159 +6%
SF
710
Summit Financial
New Jersey
$329K +$304K +2,635 New
AAP
711
Arax Advisory Partners
Colorado
$329K +$279K +2,416 +1,113%
SAG
712
SageView Advisory Group
California
$328K -$55.6K -482 -15%
APWA
713
Atlas Private Wealth Advisors
New Jersey
$325K
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$323K -$2.65K -23 -0.9%
Capstone Investment Advisors
715
Capstone Investment Advisors
New York
$318K +$294K +2,544 New
SPC
716
Sigma Planning Corp
Michigan
$317K -$5.89K -51 -2%
IWC
717
Integrated Wealth Concepts
Massachusetts
$316K -$31.1K -269 -10%
IAS
718
Insigneo Advisory Services
Florida
$316K +$292K +2,530 New
HCM
719
Howard Capital Management
Georgia
$314K +$290K +2,513 New
GI
720
GAMMA Investing
California
$313K +$13K +113 +5%
OWA
721
Opal Wealth Advisors
New York
$313K -$74.3K -644 -20%
BPCE
722
Bank Pictet & Cie (Europe)
Germany
$312K
HCM
723
Helios Capital Management
Singapore
$312K
BBHC
724
Brown Brothers Harriman & Co
New York
$311K +$3.35K +29 +1%
PP
725
Pegasus Partners
Wisconsin
$311K +$287K +2,489 New