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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
776
Legacy Capital Wealth Partners
Arkansas
$419K -$33.2K -250 -8%
CWM
777
CCG Wealth Management
California
$413K -$133 -1 -0%
GL
778
Graypoint LLC
New York
$410K +$88.3K +666 +30%
DIA
779
Dana Investment Advisors
Wisconsin
$410K -$144K -1,084 -27%
PCM
780
Poehling Capital Management
Wisconsin
$409K – – –
GT
781
Greenleaf Trust
Michigan
$409K +$62.1K +468 +19%
BCM
782
Bayesian Capital Management
New York
$409K +$383K +2,886 New
HNB
783
Hilltop National Bank
Wyoming
$408K +$381K +2,876 New
SB
784
Sunflower Bank
Texas
$405K -$35.3K -266 -9%
BFS
785
Bradley Foster & Sargent
Connecticut
$404K -$398 -3 -0.1%
DL
786
DOHJ LLC
Washington
$403K +$422K +3,185 New
WS
787
Wedbush Securities
California
$400K -$1.99K -15 -0.5%
AIA
788
Arbor Investment Advisors
North Carolina
$397K – – –
APG
789
Abacus Planning Group
South Carolina
$396K -$21.6K -163 -6%
IAA
790
Independent Advisor Alliance
North Carolina
$394K -$106K -799 -22%
SPC
791
Sigma Planning Corp
Michigan
$392K +$27.3K +206 +8%
QWP
792
Quotient Wealth Partners
Texas
$391K +$17.5K +132 +5%
KWM
793
Kingsview Wealth Management
Oregon
$391K +$5.04K +38 +1%
FRA
794
Frank Rimerman Advisors
California
$390K +$125K +945 +52%
GLA
795
Great Lakes Advisors
Illinois
$389K -$3.31K -25 -0.9%
GFPC
796
Global Financial Private Client
Florida
$388K +$347K +2,618 +2,182%
TPCW
797
TD Private Client Wealth
New York
$388K -$1.83M -13,792 -83%
OF
798
Optimize Financial
California
$385K -$2.39K -18 -0.7%
PIA
799
Powell Investment Advisors
Florida
$385K -$10.6K -80 -3%
ECM
800
Evergreen Capital Management
Washington
$383K -$94.3K -711 -21%
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