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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Commerzbank Aktiengesellschaft
Germany
$517K +$491K +3,102 New
OF
752
Optimize Financial
California
$511K +$490K +3,096 New
SIC
753
Sage Investment Counsel
Tennessee
$510K +$489K +3,090 New
G
754
GenTrust
Florida
$509K – – –
FFG
755
Fortress Financial Group
Minnesota
$509K +$488K +3,080 New
WS
756
Wedbush Securities
California
$503K -$1.1M -6,969 -70%
GLA
757
Great Lakes Advisors
Illinois
$502K -$15.5K -98 -3%
LCM
758
Landscape Capital Management
New Jersey
$500K +$480K +3,028 New
DAS
759
Dynamic Advisor Solutions
Arizona
$498K -$33.4K -211 -7%
DCM
760
Dudley Capital Management
Virginia
$495K – – –
GC
761
Gilbert & Cook
Iowa
$493K – – –
IAN
762
Integrated Advisors Network
Texas
$490K -$66.7K -421 -12%
FA
763
Fedenia Advisers
Wisconsin
$487K +$467K +2,950 New
ECM
764
Evergreen Capital Management
Washington
$483K -$90.8K -573 -16%
VAS
765
Vestmark Advisory Solutions
Massachusetts
$480K +$29K +183 +7%
BFS
766
Bradley Foster & Sargent
Connecticut
$479K – – –
OIA
767
OneDigital Investment Advisors
Kansas
$478K -$41.5K -262 -8%
TSS
768
Two Sigma Securities
New York
$477K +$458K +2,889 New
CWM
769
CCG Wealth Management
California
$477K +$950 +6 +0.2%
PCM
770
Poehling Capital Management
Wisconsin
$477K – – –
CFS
771
Coordinated Financial Services
Colorado
$473K +$453K +2,862 New
FRA
772
Frank Rimerman Advisors
California
$471K +$452K +2,854 New
CCM
773
Coldstream Capital Management
Washington
$471K +$42K +265 +10%
BBHC
774
Brown Brothers Harriman & Co
New York
$467K +$52.8K +333 +13%
APG
775
Abacus Planning Group
South Carolina
$466K – – –
29 30
31
32 33