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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
$480K – – –
PAI
727
Pittenger & Anderson Inc
Nebraska
$480K +$35.4K +250 +7%
LCM
728
Liberty Capital Management
Michigan
$469K +$498K +3,521 New
RCM
729
Requisite Capital Management
Texas
$469K +$498K +3,516 New
UB
730
Umpqua Bank
Oregon
$467K +$10.6K +75 +2%
AFC
731
AFT Forsyth & Company
Florida
$466K – – –
SFPG
732
Stonebridge Financial Planning Group
Florida
$466K – – –
FFA
733
Farther Finance Advisors
California
$466K +$158K +1,116 +47%
PCM
734
Permanent Capital Management
Illinois
$464K +$493K +3,484 New
EWA
735
Exencial Wealth Advisors
Oklahoma
$463K +$4.39K +31 +0.9%
DAC
736
Dividend Assets Capital
South Carolina
$463K -$86.2K -609 -15%
VCM
737
Vivaldi Capital Management
Illinois
$458K +$3.68K +26 +0.8%
RWM
738
Ritholtz Wealth Management
New York
$458K +$849 +6 +0.2%
ALAM
739
Asahi Life Asset Management
Japan
$453K +$482K +3,402 New
KA
740
Kovack Advisors
Florida
$453K -$27.9K -197 -5%
BIG
741
Brooklyn Investment Group
New York
$453K -$1.98K -14 -0.4%
CG
742
Cynosure Group
Utah
$451K +$12K +85 +3%
LFG
743
Larson Financial Group
Missouri
$448K +$44.9K +317 +10%
RSWM
744
Robertson Stephens Wealth Management
California
$447K +$96.7K +683 +26%
VCS
745
Vaughan & Co Securities
New Jersey
$446K +$94.3K +666 +25%
ECM
746
Evergreen Capital Management
Washington
$445K +$90.3K +638 +24%
FDP
747
Financiere des Professionnels
Quebec, Canada
$444K +$472K +3,332 New
GT
748
Greenleaf Trust
Michigan
$435K +$53.9K +381 +13%
JSW
749
Journey Strategic Wealth
New Jersey
$435K -$97.5K -689 -17%
PI
750
Pettee Investors
Connecticut
$433K – – –
28 29
30
31 32