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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
776
State of Wyoming
Wyoming
$332K -$207K -1,670 -36%
EWM
777
Evercore Wealth Management
New York
$332K – – –
BWS
778
Broadway Wealth Solutions
Texas
$332K +$73.4K +592 +25%
CP
779
CenterBook Partners
Connecticut
$330K +$367K +2,961 New
EPW
780
Evolve Private Wealth
California
$329K +$96.7K +780 +36%
APG
781
Abacus Planning Group
South Carolina
$327K +$5.21K +42 +1%
HCPC
782
Hamilton Capital Partners (Canada)
$327K – – –
ZBNA
783
Zions Bancorporation, National Association
Utah
$326K -$310K -2,500 -46%
SB
784
Sunflower Bank
Texas
$324K +$15.5K +125 +4%
PAM
785
Panagora Asset Management
Massachusetts
$323K – – –
PIA
786
Powell Investment Advisors
Florida
$323K +$23.1K +186 +7%
SAM
787
Seelaus Asset Management
New Jersey
$321K -$124K -1,000 -26%
HNB
788
Hilltop National Bank
Wyoming
$320K – – –
EI
789
Ellevest Inc
New York
$320K -$132K -1,067 -27%
WA
790
Wealth Alliance
New York
$319K +$99.9K +806 +39%
LS
791
Livforsakringsbolaget Skandia
Sweden
$315K -$2.75M -22,150 -89%
IWM
792
IHT Wealth Management
Illinois
$312K +$74.5K +601 +27%
SFP
793
Shepherd Financial Partners
Massachusetts
$312K -$344K -2,772 -50%
DWM
794
Diversify Wealth Management
Utah
$311K +$315K +2,542 New
QWP
795
Quotient Wealth Partners
Texas
$310K +$37.9K +306 +12%
QCG
796
Quadrant Capital Group
Ohio
$309K -$96.6K -779 -22%
RWB
797
RMR Wealth Builders
New Jersey
$307K -$5.7K -46 -2%
SIP
798
Snowwater Investment Partners
Connecticut
$304K -$31.4K -253 -8%
CIM
799
Cambria Investment Management
California
$302K +$336K +2,713 New
BBP
800
Banco BTG Pactual
Brazil
$302K +$336K +2,710 New
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