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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
801
Vision Retirement
New Jersey
$337K -$171K -1,361 -32%
LS
802
Livforsakringsbolaget Skandia
Sweden
$335K – – –
MGIA
803
Moneta Group Investment Advisors
Missouri
$334K +$17.9K +142 +5%
ZBNA
804
Zions Bancorporation, National Association
Utah
$330K -$17.1K -136 -5%
SC
805
Savant Capital
Illinois
$330K -$36.2K -288 -9%
BPW
806
Bingham Private Wealth
California
$328K +$9.43K +75 +3%
WBC
807
Westpac Banking Corp
Australia
$328K +$104K +828 +43%
ANTB
808
AMG National Trust Bank
Colorado
$328K +$349K +2,773 New
CIM
809
Cambria Investment Management
California
$327K +$5.91K +47 +2%
FT
810
Fiduciary Trust
Massachusetts
$322K +$65.3K +519 +24%
GP
811
Greenline Partners
New York
$321K +$341K +2,712 New
G
812
GenTrust
Florida
$319K +$86.5K +688 +34%
TWM
813
Topsail Wealth Management
North Carolina
$318K -$2.39K -19 -0.7%
TCWA
814
Turtle Creek Wealth Advisors
Texas
$317K +$99.2K +789 +42%
CCMT
815
CMT Capital Markets Trading
Germany
$317K -$110K -871 -25%
SIS
816
Sound Income Strategies
Florida
$313K +$216K +1,717 +185%
VWA
817
Visionary Wealth Advisors
Illinois
$312K -$541K -4,303 -62%
DWM
818
Diversify Wealth Management
Utah
$309K -$6.67K -53 -2%
DAS
819
Diversify Advisory Services
Utah
$309K +$313K +2,489 New
UWP
820
Uniting Wealth Partners
Kansas
$309K – – –
LI
821
LRI Investments
Florida
$307K +$1.64K +13 +0.5%
FWP
822
Flatrock Wealth Partners
California
$306K -$2.77K -22 -0.8%
HI
823
Harbour Investments
Wisconsin
$304K +$18.7K +149 +6%
KWM
824
Keebeck Wealth Management
Illinois
$303K +$322K +2,558 New
CCM
825
Chickasaw Capital Management
Tennessee
$301K – – –
31 32
33
34 35