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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
801
Bank Pictet & Cie (Europe)
Germany
$413K – – –
HCM
802
Helios Capital Management
Singapore
$413K – – –
WA
803
Wambolt & Associates
Colorado
$411K -$20.6K -130 -5%
SCM
804
Shelton Capital Management
Colorado
$411K +$394K +2,488 New
FTUS
805
Flow Traders U.S.
New York
$409K +$393K +2,479 New
SAM
806
Smartleaf Asset Management
Massachusetts
$408K +$89.8K +567 +30%
OWA
807
Opal Wealth Advisors
New York
$408K -$5.54K -35 -1%
BPW
808
Bingham Private Wealth
California
$403K +$386K +2,438 New
WLPWM
809
Walled Lake Planning & Wealth Management
Illinois
$402K +$105K +660 +37%
FWM
810
FFT Wealth Management
Pennsylvania
$400K -$59.9K -378 -14%
HCM
811
Hollencrest Capital Management
California
$399K -$47.2K -298 -11%
MAWA
812
Moss Adams Wealth Advisors
Washington
$397K +$7.6K +48 +2%
RCA
813
Resonant Capital Advisors
Wisconsin
$394K -$106K -671 -22%
PA
814
PharVision Advisers
Florida
$394K +$378K +2,385 New
UB
815
Umpqua Bank
Oregon
$387K +$115K +728 +43%
CCM
816
Chickasaw Capital Management
Tennessee
$384K – – –
MFG
817
Merit Financial Group
Georgia
$382K +$56.7K +358 +18%
CWC
818
Carolinas Wealth Consulting
North Carolina
$382K -$55.3K -349 -13%
AI
819
AXS Investments
New York
$380K – – –
DAM
820
Delta Asset Management
Tennessee
$380K – – –
AWM
821
Aviso Wealth Management
Washington
$376K – – –
FPAS
822
Focus Partners Advisor Solutions
Missouri
$371K +$356K +2,248 New
TC
823
Taika Capital
Florida
$367K +$352K +2,220 New
CWP
824
CFM Wealth Partners
Texas
$365K +$158 +1 +0%
FC
825
Forte Capital
New York
$365K +$7.13K +45 +2%
31 32
33
34 35