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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
776
Arax Advisory Partners
Colorado
$376K +$6.15K +40 +1%
OF
777
Optimize Financial
California
$374K -$56K -364 -12%
UB
778
Umpqua Bank
Oregon
$373K +$45.8K +298 +12%
CWC
779
Carolinas Wealth Consulting
North Carolina
$373K +$63.5K +413 +18%
KWM
780
Kingsview Wealth Management
Oregon
$372K -$112K -726 -21%
HCM
781
Hollencrest Capital Management
California
$372K +$46.3K +301 +12%
RWM
782
Ritholtz Wealth Management
New York
$371K +$203K +1,323 +95%
VCS
783
Vaughan & Co Securities
New Jersey
$368K -$227K -1,473 -35%
IAIM
784
International Assets Investment Management
Florida
$367K -$6.15K -40 -1%
AWA
785
Aaron Wealth Advisors
Illinois
$364K -$81.2K -528 -17%
FWIA
786
Fort Washington Investment Advisors
Ohio
$362K – – –
LGF
787
LGT Group Foundation
Liechtenstein
$362K – – –
QWP
788
Quotient Wealth Partners
Texas
$359K -$106K -689 -21%
APWA
789
Atlas Private Wealth Advisors
New Jersey
$359K +$3.54K +23 +0.9%
GS
790
GTS Securities
Florida
$356K -$100K -653 -20%
SIC
791
Sage Investment Counsel
Tennessee
$355K -$76.9K -500 -16%
SPC
792
Sigma Planning Corp
Michigan
$350K -$308 -2 -0.1%
SAM
793
Shell Asset Management
Netherlands
$347K – – –
IC
794
Inscription Capital
Texas
$347K +$474K +3,084 New
WLPWM
795
Walled Lake Planning & Wealth Management
Illinois
$345K +$12.3K +80 +3%
SWP
796
Sagespring Wealth Partners
Tennessee
$345K +$68.9K +448 +22%
BPCE
797
Bank Pictet & Cie (Europe)
Germany
$342K – – –
HCM
798
Helios Capital Management
Singapore
$342K – – –
SCM
799
Shelton Capital Management
Colorado
$341K – – –
MAWA
800
Moss Adams Wealth Advisors
Washington
$340K +$12K +78 +3%
30 31
32
33 34