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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
751
Davies Financial Advisors
California
$461K +$398 +3 +0.1%
DIA
752
Davidson Investment Advisors
Montana
$459K – – –
IWM
753
IHT Wealth Management
Illinois
$455K -$40.2K -303 -9%
BIG
754
Brooklyn Investment Group
New York
$452K +$297K +2,236 +236%
NFG
755
Nations Financial Group
Iowa
$451K -$398 -3 -0.1%
IAN
756
Integrated Advisors Network
Texas
$446K +$33K +249 +9%
NP
757
NorthRock Partners
Minnesota
$443K +$196K +1,475 +89%
CC
758
Centiva Capital
New York
$442K +$413K +3,115 New
FFG
759
Fortress Financial Group
Minnesota
$440K +$1.59K +12 +0.4%
WA
760
Waverly Advisors
Alabama
$438K +$14.6K +110 +4%
G
761
GenTrust
Florida
$437K – – –
VCM
762
Voleon Capital Management
California
$436K +$408K +3,076 New
MAWA
763
Moss Adams Wealth Advisors
Washington
$435K +$77K +581 +23%
LFG
764
Larson Financial Group
Missouri
$432K +$10.9K +82 +3%
SCM
765
Stevens Capital Management
Pennsylvania
$427K -$179K -1,348 -31%
DCM
766
Dudley Capital Management
Virginia
$426K – – –
MCM
767
Massar Capital Management
Connecticut
$426K – – –
BWM
768
BigSur Wealth Management
Florida
$426K +$398K +3,000 New
EWM
769
Evercore Wealth Management
New York
$423K – – –
SWM
770
Spire Wealth Management
Virginia
$422K +$229K +1,726 +138%
IAIM
771
International Assets Investment Management
Florida
$421K +$38.5K +290 +11%
SAG
772
SageView Advisory Group
California
$420K +$2.25K +17 +0.6%
RCA
773
Resonant Capital Advisors
Wisconsin
$420K +$71.7K +541 +22%
FIM
774
Freedom Investment Management
Connecticut
$419K -$10.2K -77 -3%
NEI
775
Northwest & Ethical Investments
Ontario, Canada
$419K – – –
29 30
31
32 33