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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
751
Seven Post Investment Office
California
$250K
NCM
752
Northside Capital Management
Oregon
$245K
LSAG
753
Lake Street Advisors Group
New Hampshire
$243K
BC
754
Bridgefront Capital
Texas
$241K +$232K +2,045 New
SC
755
Slow Capital
California
$241K -$153K -1,350 -40%
FFA
756
Farther Finance Advisors
California
$240K +$7.83K +69 +4%
MAWA
757
Moss Adams Wealth Advisors
Washington
$236K +$227K +2,001 New
CPSC
758
Carl P. Sherr & Co
Massachusetts
$236K
NSIM
759
North Star Investment Management
Illinois
$236K
SC
760
SouthState Corp
Florida
$236K
WAAG
761
Wealth Alliance Advisory Group
Kansas
$236K
ZIC
762
ZWJ Investment Counsel
Georgia
$236K
CFM
763
Catalyst Funds Management
Australia
$236K +$227K +2,000 New
LGF
764
LGT Group Foundation
Liechtenstein
$236K +$227K +2,000 New
NIM
765
Northeast Investment Management
Massachusetts
$236K +$227K +2,000 New
PWP
766
Perfromance Wealth Partners
Illinois
$236K +$227K +2,000 New
SHGA
767
Sand Hill Global Advisors
California
$234K
IHWM
768
Iron Horse Wealth Management
Iowa
$234K -$42K -370 -16%
SFI
769
Siemens Fonds Invest
Germany
$234K +$224K +1,978 New
HNB
770
Hilltop National Bank
Wyoming
$233K
IAA
771
Independent Advisor Alliance
North Carolina
$232K +$223K +1,966 New
ST
772
Smithfield Trust
Pennsylvania
$232K
FA
773
Faithward Advisors
Pennsylvania
$231K -$6.58K -58 -3%
ACM
774
AlphaStar Capital Management
North Carolina
$225K +$1.25K +11 +0.6%
CCM
775
Coldstream Capital Management
Washington
$223K +$5.67K +50 +3%