We are live on ! Find out more
APO icon

Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
751
TrinityPoint Wealth
Connecticut
$252K -$108K -939 -32%
ACA
752
Aptus Capital Advisors
Alabama
$250K +$231K +2,002 New
CPSC
753
Carl P. Sherr & Co
Massachusetts
$250K – – –
NSIM
754
North Star Investment Management
Illinois
$250K – – –
SC
755
SouthState Corp
Florida
$250K – – –
WAAG
756
Wealth Alliance Advisory Group
Kansas
$250K – – –
ZIC
757
ZWJ Investment Counsel
Georgia
$250K – – –
BSTWA
758
Blake Schutter Theil Wealth Advisors
Ohio
$248K +$229K +1,986 New
SHGA
759
Sand Hill Global Advisors
California
$248K – – –
HNB
760
Hilltop National Bank
Wyoming
$246K – – –
ACA
761
Atlas Capital Advisors
Wyoming
$245K -$94.9K -822 -30%
VSQM
762
V-Square Quantitative Management
Illinois
$245K +$82.7K +716 +58%
MFG
763
Merit Financial Group
Georgia
$245K -$111K -960 -33%
MAG
764
M3 Advisory Group
Massachusetts
$242K -$139K -1,206 -38%
IIC
765
Integrated Investment Consultants
Michigan
$242K -$115K -997 -34%
IAA
766
Independent Advisor Alliance
North Carolina
$241K -$3.92K -34 -2%
FA
767
Faithward Advisors
Pennsylvania
$241K -$3.46K -30 -2%
FHA
768
Flagship Harbor Advisors
Massachusetts
$239K +$9K +78 +4%
PAI
769
Pittenger & Anderson Inc
Nebraska
$237K +$115K +1,000 +111%
SAM
770
Smartleaf Asset Management
Massachusetts
$237K +$123K +1,064 +129%
GT
771
Greenleaf Trust
Michigan
$236K +$2.77K +24 +1%
IHWM
772
Iron Horse Wealth Management
Iowa
$234K -$13K -113 -6%
AT
773
Arlington Trust
Alabama
$234K – – –
CA
774
Claro Advisors
Massachusetts
$233K +$11.5K +100 +6%
MA
775
MONECO Advisors
Connecticut
$230K +$115 +1 +0.1%
29 30
31
32 33