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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
726
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$511K – – –
KA
727
Kovack Advisors
Florida
$511K +$30.9K +233 +7%
VR
728
Valued Retirements
Texas
$510K – – –
AAP
729
Arax Advisory Partners
Colorado
$509K +$112K +844 +31%
SCA
730
Snowden Capital Advisors
New York
$500K -$98.7K -744 -17%
KWA
731
Kingswood Wealth Advisors
California
$499K +$16.7K +126 +4%
AFC
732
AFT Forsyth & Company
Florida
$497K – – –
SFPG
733
Stonebridge Financial Planning Group
Florida
$497K – – –
AGC
734
Aspen Grove Capital
Colorado
$496K +$88.8K +670 +24%
SAM
735
Strategy Asset Managers
California
$496K -$14.7K -111 -3%
RRAM
736
River Road Asset Management
Kentucky
$495K – – –
BBHC
737
Brown Brothers Harriman & Co
New York
$491K +$88.2K +665 +24%
EWA
738
Exencial Wealth Advisors
Oklahoma
$489K +$530 +4 +0.1%
TYCC
739
Texas Yale Capital Corp
Florida
$488K +$246K +1,855 +117%
RWM
740
Ritholtz Wealth Management
New York
$486K +$95.2K +718 +27%
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$486K +$45.2K +341 +11%
VCM
742
Vivaldi Capital Management
Illinois
$484K +$928 +7 +0.2%
AWS
743
Atria Wealth Solutions
New York
$483K -$387K -2,917 -46%
SS
744
SBI Securities
Japan
$480K -$58.7K -443 -12%
IC
745
Iconiq Capital
California
$475K +$199K +1,502 +81%
PAI
746
Pittenger & Anderson Inc
Nebraska
$475K +$133K +1,000 +43%
HH
747
Hilltop Holdings
Texas
$475K -$254K -1,913 -36%
BCV
748
Banque Cantonale Vaudoise
Switzerland
$474K -$138K -1,043 -24%
CG
749
Cynosure Group
Utah
$468K +$112K +842 +34%
PI
750
Pettee Investors
Connecticut
$461K – – –
28 29
30
31 32