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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
751
180 Wealth Advisors
Washington
$501K +$460K +3,462 New
TCM
752
Twin Capital Management
Pennsylvania
$501K -$875K -6,588 -66%
VCM
753
Vivaldi Capital Management
Illinois
$499K +$1.33K +10 +0.3%
MFG
754
Merit Financial Group
Georgia
$496K +$164K +1,236 +56%
CWM
755
CCG Wealth Management
California
$491K +$62K +467 +16%
LFG
756
Larson Financial Group
Missouri
$487K -$398 -3 -0.1%
RSWM
757
Robertson Stephens Wealth Management
California
$485K – – –
KWM
758
Kingsview Wealth Management
Oregon
$480K +$23.4K +176 +6%
WWM
759
Whalen Wealth Management
Nevada
$478K -$258K -1,944 -37%
SAM
760
Smartleaf Asset Management
Massachusetts
$475K +$65.3K +492 +18%
VCS
761
Vaughan & Co Securities
New Jersey
$472K -$11.8K -89 -3%
PI
762
Pettee Investors
Connecticut
$470K – – –
KNW
763
Kesler Norman & Wride
Utah
$469K +$430K +3,239 New
DIA
764
Davidson Investment Advisors
Montana
$468K – – –
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$467K +$406K +3,057 +1,798%
FMI
766
Frec Markets Inc
California
$457K +$419K +3,154 New
GH
767
GAM Holding
Switzerland
$454K +$417K +3,136 New
WFAG
768
Worth Financial Advisory Group
North Carolina
$453K +$168K +1,265 +68%
FFG
769
Fortress Financial Group
Minnesota
$452K +$1.59K +12 +0.4%
HCM
770
Hollencrest Capital Management
California
$451K +$162K +1,222 +64%
CAMG
771
CWA Asset Management Group
Florida
$450K -$15K -113 -4%
DWA
772
Douglass Winthrop Advisors
New York
$450K +$137K +1,030 +50%
IAN
773
Integrated Advisors Network
Texas
$448K +$13.3K +100 +3%
PCM
774
Poehling Capital Management
Wisconsin
$445K +$25.4K +191 +7%
RCA
775
Resonant Capital Advisors
Wisconsin
$443K -$5.71K -43 -1%
29 30
31
32 33