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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
701
Caprock Group
Idaho
$558K -$82.3K -535 -12%
CAMG
702
CWA Asset Management Group
Florida
$546K +$72.6K +472 +13%
PA
703
Pinnacle Associates
New York
$545K +$57.2K +372 +10%
DIA
704
Dana Investment Advisors
Wisconsin
$544K -$21.5K -140 -3%
LIM
705
Leavell Investment Management
Alabama
$541K -$338K -2,200 -36%
LFAS
706
Level Four Advisory Services
Texas
$538K +$123K +797 +25%
VWM
707
Valley Wealth Managers
New Jersey
$529K +$27.5K +179 +5%
PA
708
Parallel Advisors
California
$524K +$57K +371 +11%
SS
709
SBI Securities
Japan
$524K +$59.2K +385 +11%
SSW
710
Stone Summit Wealth
Florida
$520K -$11.5K -75 -2%
SMC
711
Smith, Moore & Co
Missouri
$520K +$17.7K +115 +3%
TFS
712
Thoroughbred Financial Services
Tennessee
$518K +$1.84K +12 +0.3%
PMG
713
ProVise Management Group
Florida
$514K -$21.5K -140 -4%
VWA
714
Visionary Wealth Advisors
Illinois
$500K +$44.6K +290 +9%
DAS
715
Dynamic Advisor Solutions
Arizona
$495K +$92K +598 +20%
SAM
716
Strategy Asset Managers
California
$494K +$555K +3,607 New
SDWIA
717
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$493K -$61.5K -400 -10%
VR
718
Valued Retirements
Texas
$493K – – –
MYIA
719
Mount Yale Investment Advisors
Colorado
$492K +$552K +3,590 New
IAA
720
Independent Advisor Alliance
North Carolina
$489K +$20.9K +136 +4%
CRI
721
Colonial River Investments
Virginia
$488K +$548K +3,563 New
EA
722
Emerald Advisers
Pennsylvania
$486K -$30.4K -198 -5%
IWM
723
IHT Wealth Management
Illinois
$481K -$94.7K -616 -15%
AFC
724
AFT Forsyth & Company
Florida
$479K – – –
SFPG
725
Stonebridge Financial Planning Group
Florida
$479K – – –
27 28
29
30 31