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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
701
CWA Asset Management Group
Florida
$546K +$72.6K +472 +13%
PA
702
Pinnacle Associates
New York
$545K +$57.2K +372 +10%
DIA
703
Dana Investment Advisors
Wisconsin
$544K -$21.5K -140 -3%
LIM
704
Leavell Investment Management
Alabama
$541K -$338K -2,200 -36%
LFAS
705
Level Four Advisory Services
Texas
$538K +$123K +797 +25%
VWM
706
Valley Wealth Managers
New Jersey
$529K +$27.5K +179 +5%
PA
707
Parallel Advisors
California
$524K +$57K +371 +11%
SS
708
SBI Securities
Japan
$524K +$59.2K +385 +11%
SSW
709
Stone Summit Wealth
Florida
$520K -$11.5K -75 -2%
SMC
710
Smith, Moore & Co
Missouri
$520K +$17.7K +115 +3%
TFS
711
Thoroughbred Financial Services
Tennessee
$518K +$1.84K +12 +0.3%
PMG
712
ProVise Management Group
Florida
$514K -$21.5K -140 -4%
VWA
713
Visionary Wealth Advisors
Illinois
$500K +$44.6K +290 +9%
DAS
714
Dynamic Advisor Solutions
Arizona
$495K +$92K +598 +20%
SAM
715
Strategy Asset Managers
California
$494K +$555K +3,607 New
SDWIA
716
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$493K -$61.5K -400 -10%
VR
717
Valued Retirements
Texas
$493K – – –
MYIA
718
Mount Yale Investment Advisors
Colorado
$492K +$552K +3,590 New
IAA
719
Independent Advisor Alliance
North Carolina
$489K +$20.9K +136 +4%
CRI
720
Colonial River Investments
Virginia
$488K +$548K +3,563 New
EA
721
Emerald Advisers
Pennsylvania
$486K -$30.4K -198 -5%
IWM
722
IHT Wealth Management
Illinois
$481K -$94.7K -616 -15%
AFC
723
AFT Forsyth & Company
Florida
$479K – – –
SFPG
724
Stonebridge Financial Planning Group
Florida
$479K – – –
BCM
725
Brookstone Capital Management
Illinois
$478K +$126K +819 +31%
27 28
29
30 31