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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Mosley Wealth Management
California
$611K +$650K +4,893 New
CAM
702
Close Asset Management
United Kingdom
$609K – – –
AIP
703
Ameritas Investment Partners
Nebraska
$607K – – –
CRI
704
Colonial River Investments
Virginia
$607K +$35.7K +269 +7%
FTWA
705
Fifth Third Wealth Advisors
Ohio
$598K -$7.97K -60 -1%
BP
706
Ballentine Partners
Massachusetts
$597K -$797 -6 -0.1%
KWA
707
Kingswood Wealth Advisors
California
$597K +$62K +467 +13%
WQ
708
Wealth Quarterback
New Jersey
$592K +$31.1K +234 +6%
SBFM
709
S-Bank Fund Management
Finland
$586K -$21K -158 -4%
IFWM
710
Institute for Wealth Management
Colorado
$585K -$281K -2,113 -34%
CI
711
Cigna Investments
Connecticut
$582K – – –
LCM
712
Liberty Capital Management
Michigan
$582K +$66K +497 +14%
BWM
713
BigSur Wealth Management
Florida
$579K – – –
EPA
714
Element Pointe Advisors
Florida
$577K -$104K -781 -16%
PAS
715
Park Avenue Securities
New York
$572K +$47.2K +355 +10%
NA
716
Navellier & Associates
Nevada
$572K -$177K -1,332 -25%
FNBT
717
FineMark National Bank & Trust
Florida
$571K – – –
GSEP
718
Golden State Equity Partners
California
$570K -$397K -2,991 -43%
EI
719
Ellevest Inc
New York
$570K -$59.4K -447 -10%
MSA
720
Marino Stram & Associates
Massachusetts
$569K +$19.8K +149 +4%
WA
721
Waverly Advisors
Alabama
$567K +$220K +1,657 +73%
SAM
722
Seelaus Asset Management
New Jersey
$562K -$81.7K -615 -14%
SFS
723
Sowell Financial Services
Arkansas
$555K +$27.5K +207 +6%
AWM
724
Athena Wealth Management
Nevada
$554K +$509K +3,829 New
ECM
725
Evergreen Capital Management
Washington
$554K +$65.1K +490 +15%
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