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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Close Asset Management
United Kingdom
$597K -$65.6K -495 -11%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$594K +$4.11K +31 +0.7%
CAMG
703
CWA Asset Management Group
Florida
$586K +$19.4K +146 +4%
CRI
704
Colonial River Investments
Virginia
$585K +$51.1K +385 +11%
PAS
705
Park Avenue Securities
New York
$582K -$30.1K -227 -5%
CWP
706
Cyndeo Wealth Partners
Florida
$581K +$149K +1,124 +38%
EWA
707
EP Wealth Advisors
California
$579K -$160K -1,207 -23%
DAC
708
Dividend Assets Capital
South Carolina
$579K -$87.1K -657 -14%
CI
709
Cigna Investments
Connecticut
$573K -$140K -1,055 -21%
CCM
710
Coldstream Capital Management
Washington
$571K +$101K +765 +23%
AFG
711
Atomi Financial Group
New York
$565K +$228K +1,716 +76%
FNBT
712
FineMark National Bank & Trust
Florida
$562K -$15.5K -117 -3%
JSW
713
Journey Strategic Wealth
New Jersey
$561K +$524K +3,952 New
LFAS
714
Level Four Advisory Services
Texas
$554K -$2.79K -21 -0.5%
WQ
715
Wealth Quarterback
New Jersey
$544K +$509K +3,837 New
AM
716
AGF Management
Ontario, Canada
$540K -$387K -2,922 -43%
SMC
717
Smith, Moore & Co
Missouri
$539K – – –
SSW
718
Stone Summit Wealth
Florida
$539K – – –
TFS
719
Thoroughbred Financial Services
Tennessee
$539K +$1.86K +14 +0.4%
MSA
720
Marino Stram & Associates
Massachusetts
$534K +$292K +2,203 +141%
PMG
721
ProVise Management Group
Florida
$532K – – –
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$529K +$494K +3,728 New
SRL
723
Scientech Research LLC
New Jersey
$525K -$106K -798 -18%
UB
724
Umpqua Bank
Oregon
$519K +$113K +855 +31%
EA
725
Emerald Advisers
Pennsylvania
$513K +$9.28K +70 +2%
27 28
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30 31