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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
726
Net Worth Advisory Group
Utah
$476K -$18.8K -122 -3%
EWA
727
Exencial Wealth Advisors
Oklahoma
$471K +$1.38K +9 +0.3%
GSEP
728
Golden State Equity Partners
California
$468K -$16.1K -105 -3%
KWA
729
Kingswood Wealth Advisors
California
$467K -$312K -2,029 -37%
ECM
730
Evergreen Capital Management
Washington
$467K +$74.4K +484 +17%
RRAM
731
River Road Asset Management
Kentucky
$466K +$524K +3,405 New
VCM
732
Vivaldi Capital Management
Illinois
$466K +$3.23K +21 +0.6%
KA
733
Kovack Advisors
Florida
$461K +$3.23K +21 +0.6%
FPAS
734
Focus Partners Advisor Solutions
Missouri
$458K +$169K +1,099 +49%
CCM
735
Coldstream Capital Management
Washington
$446K +$62.3K +405 +14%
PI
736
Pettee Investors
Connecticut
$445K – – –
DFA
737
Davies Financial Advisors
California
$444K +$1.23K +8 +0.2%
DIA
738
Davidson Investment Advisors
Montana
$443K +$497K +3,232 New
HAG
739
HighPoint Advisor Group
Illinois
$442K +$85.8K +558 +21%
LCWP
740
Legacy Capital Wealth Partners
Arkansas
$438K -$95K -618 -16%
NFG
741
Nations Financial Group
Iowa
$436K -$13.5K -88 -3%
WWM
742
Whalen Wealth Management
Nevada
$429K +$482K +3,136 New
SB
743
Sunflower Bank
Texas
$427K -$1.84K -12 -0.4%
FFG
744
Fortress Financial Group
Minnesota
$423K +$1.38K +9 +0.3%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$422K -$6.3K -41 -1%
G
746
GenTrust
Florida
$422K – – –
FIM
747
Freedom Investment Management
Connecticut
$415K -$59.7K -388 -11%
A
748
AlphaQuest
New York
$413K +$463K +3,013 New
DCM
749
Dudley Capital Management
Virginia
$411K – – –
MCM
750
Massar Capital Management
Connecticut
$411K +$461K +3,000 New
28 29
30
31 32