We are live on ! Find out more
APO icon

Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
701
Tempus Wealth Planning
California
$536K -$41.1K -290 -7%
CI
702
Cigna Investments
Connecticut
$536K -$2.69K -19 -0.5%
NGA
703
Naples Global Advisors
Florida
$534K -$65.1K -460 -10%
BWM
704
BigSur Wealth Management
Florida
$533K +$142K +1,000 +33%
FFS
705
Fortress Financial Solutions
Arizona
$529K -$83.4K -589 -13%
FNBT
706
FineMark National Bank & Trust
Florida
$526K -$2.69K -19 -0.5%
CRI
707
Colonial River Investments
Virginia
$523K -$3.4K -24 -0.6%
LOAMU
708
Lombard Odier Asset Management (USA)
New York
$515K -$206K -1,453 -27%
TYCC
709
Texas Yale Capital Corp
Florida
$515K +$59.9K +423 +12%
WQ
710
Wealth Quarterback
New Jersey
$514K +$2.69K +19 +0.5%
VR
711
Valued Retirements
Texas
$510K – – –
TFS
712
Thoroughbred Financial Services
Tennessee
$508K +$2.12K +15 +0.4%
SMC
713
Smith, Moore & Co
Missouri
$506K – – –
SSW
714
Stone Summit Wealth
Florida
$506K – – –
BBHC
715
Brown Brothers Harriman & Co
New York
$506K +$47.1K +333 +10%
MSA
716
Marino Stram & Associates
Massachusetts
$504K +$2.83K +20 +0.5%
PMG
717
ProVise Management Group
Florida
$500K – – –
AM
718
AGF Management
Ontario, Canada
$491K -$17.4K -123 -3%
KWA
719
Kingswood Wealth Advisors
California
$487K +$19.3K +136 +4%
PFO
720
PMG Family Office
Texas
$485K +$515K +3,640 New
SPC
721
Sigma Planning Corp
Michigan
$485K +$124K +879 +32%
MCIA
722
Mountain Capital Investment Advisors
Colorado
$485K +$528K +3,730 New
SFS
723
Sowell Financial Services
Arkansas
$483K -$461K -3,259 -47%
AWA
724
Aaron Wealth Advisors
Illinois
$481K +$148K +1,045 +41%
PAS
725
Park Avenue Securities
New York
$480K -$71.6K -506 -12%
27 28
29
30 31