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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
801
Cynosure Group
Utah
$337K +$125K +813 +49%
GT
802
Greenleaf Trust
Michigan
$331K +$46.7K +304 +14%
RCA
803
Resonant Capital Advisors
Wisconsin
$331K +$4.61K +30 +1%
AA
804
Alta Advisers
United Kingdom
$328K +$138K +900 +60%
PAI
805
Pittenger & Anderson Inc
Nebraska
$322K +$69.2K +450 +24%
HCM
806
Howard Capital Management
Georgia
$322K -$57.5K -374 -14%
CFS
807
Coordinated Financial Services
Colorado
$317K -$84.1K -547 -19%
AI
808
AXS Investments
New York
$315K – – –
DAM
809
Delta Asset Management
Tennessee
$315K – – –
SQA
810
Simon Quick Advisors
New Jersey
$315K +$122K +792 +53%
SAM
811
Smartleaf Asset Management
Massachusetts
$314K -$24.3K -158 -6%
GC
812
Gilbert & Cook
Iowa
$313K -$108K -700 -23%
AWM
813
Aviso Wealth Management
Washington
$312K – – –
PCP
814
Proficio Capital Partners
Massachusetts
$311K -$245K -1,595 -41%
AFG
815
Atomi Financial Group
New York
$310K +$66.4K +432 +24%
ACA
816
Aptus Capital Advisors
Alabama
$309K +$16.8K +109 +5%
CCM
817
Chickasaw Capital Management
Tennessee
$307K -$13.1K -85 -4%
PA
818
PFG Advisors
Arizona
$307K +$20.3K +132 +6%
FC
819
Forte Capital
New York
$306K +$4.61K +30 +1%
GL
820
Graypoint LLC
New York
$305K +$36.8K +239 +12%
WBC
821
Westpac Banking Corp
Australia
$303K -$2M -13,009 -85%
CWP
822
CFM Wealth Partners
Texas
$303K +$308 +2 +0.1%
BPW
823
Bingham Private Wealth
California
$302K -$35.7K -232 -10%
MPM
824
MBB Public Markets
Illinois
$299K +$336K +2,185 New
TCA
825
Transcend Capital Advisors
New Jersey
$298K +$80.6K +524 +32%
31 32
33
34 35