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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
776
RMR Wealth Builders
New Jersey
$366K +$41.7K +332 +12%
PCM
777
Poehling Capital Management
Wisconsin
$364K – – –
SCTC
778
Sanibel Captiva Trust Company
Florida
$362K -$6.16K -49 -2%
QWP
779
Quotient Wealth Partners
Texas
$359K +$31.8K +253 +9%
DIA
780
Davidson Investment Advisors
Montana
$357K – – –
NSIM
781
North Star Investment Management
Illinois
$357K -$46.4K -369 -11%
GLA
782
Great Lakes Advisors
Illinois
$356K -$1.01K -8 -0.3%
DCM
783
Dudley Capital Management
Virginia
$355K – – –
SIC
784
Sage Investment Counsel
Tennessee
$354K – – –
EWM
785
Evercore Wealth Management
New York
$353K -$126 -1 -0%
EWS
786
Evergreen Wealth Solutions
Pennsylvania
$352K +$308K +2,449 New
EA
787
Everpar Advisors
Oklahoma
$351K +$144K +1,142 +62%
HIA
788
Harbor Investment Advisory
Maryland
$351K -$14.5K -115 -4%
SACTSONJ
789
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$350K -$23.4K -186 -6%
FPGK
790
Financial Partners Group (Kansas)
Kansas
$349K +$52.9K +421 +17%
APG
791
Abacus Planning Group
South Carolina
$347K +$377 +3 +0.1%
DAC
792
Dividend Assets Capital
South Carolina
$347K -$9.56K -76 -3%
PWM
793
Perigon Wealth Management
California
$345K +$367K +2,916 New
BAM
794
Blueshift Asset Management
New Jersey
$345K +$367K +2,915 New
SB
795
Sunflower Bank
Texas
$344K +$754 +6 +0.2%
PAM
796
Panagora Asset Management
Massachusetts
$343K – – –
PIA
797
Powell Investment Advisors
Florida
$343K – – –
HSA
798
HBK Sorce Advisory
Pennsylvania
$342K -$4.78K -38 -1%
SIP
799
Snowwater Investment Partners
Connecticut
$342K +$20.5K +163 +6%
SAM
800
Seelaus Asset Management
New Jersey
$341K – – –
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