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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
701
Principal Securities
Iowa
$633K +$115K +727 +23%
CGH
702
Crossmark Global Holdings
Texas
$631K +$49.3K +311 +9%
LCWP
703
Legacy Capital Wealth Partners
Arkansas
$631K -$294K -1,858 -33%
RFC
704
Regions Financial Corp
Alabama
$629K +$141K +888 +30%
TFS
705
Thoroughbred Financial Services
Tennessee
$623K +$1.58K +10 +0.3%
EA
706
Emerald Advisers
Pennsylvania
$619K +$1.27K +8 +0.2%
LFG
707
Larson Financial Group
Missouri
$615K +$5.86K +37 +1%
SMC
708
Smith, Moore & Co
Missouri
$609K +$15.8K +100 +3%
VWM
709
Valley Wealth Managers
New Jersey
$608K +$583K +3,681 New
OTL
710
Oak Thistle LLC
New York
$606K +$581K +3,670 New
FFA
711
Farther Finance Advisors
California
$605K +$319K +2,013 +122%
PCM
712
Prelude Capital Management
New York
$598K +$573K +3,619 New
PA
713
Pinnacle Associates
New York
$596K +$572K +3,608 New
NWAG
714
Net Worth Advisory Group
Utah
$595K -$47.5K -300 -8%
VR
715
Valued Retirements
Texas
$594K – – –
FB
716
Fulton Bank
Pennsylvania
$594K -$31.8K -201 -5%
GSEP
717
Golden State Equity Partners
California
$581K -$162K -1,024 -23%
SC
718
Scotia Capital
Ontario, Canada
$581K +$115K +729 +26%
CAMG
719
CWA Asset Management Group
Florida
$581K +$1.58K +10 +0.3%
SFPG
720
Stonebridge Financial Planning Group
Florida
$578K -$79.2K -500 -13%
AFC
721
AFT Forsyth & Company
Florida
$578K – – –
AGDI
722
Absolute Gestao de Investimentos
Brazil
$578K +$554K +3,500 New
PFC
723
Poplar Forest Capital
California
$571K -$73K -461 -12%
PA
724
Parallel Advisors
California
$571K +$7.13K +45 +1%
KWM
725
Kingsview Wealth Management
Oregon
$569K +$72.9K +460 +15%
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