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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
826
Bogart Wealth LLC
Virginia
$85.2K – – –
HWMC
827
Heritage Wealth Management (California)
California
$85.1K +$81.8K +721 New
MG
828
Mather Group
Illinois
$81.3K +$73.2K +645 +827%
MWA
829
Moser Wealth Advisors
Washington
$79.8K – – –
AF
830
Allworth Financial
California
$76.9K +$4.08K +36 +6%
WTC
831
WhitTier Trust Company
Nevada
$75.8K -$1.02K -9 -1%
OCM
832
Orion Capital Management
California
$70.8K – – –
MSWM
833
Mowery & Schoenfeld Wealth Management
Illinois
$63K +$60.6K +534 New
CPG
834
Cornerstone Planning Group
New Jersey
$60.3K -$3.75K -33 -5%
JWM
835
Janiczek Wealth Management
Colorado
$60.1K – – –
SS
836
Sunbelt Securities
Texas
$57.1K – – –
CA
837
Clearstead Advisors
Ohio
$56.3K – – –
CFGS
838
Concourse Financial Group Securities
Alabama
$56.2K -$17.6K -155 -25%
EWA
839
EverSource Wealth Advisors
Alabama
$55.4K +$3.18K +28 +7%
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$54.8K +$39.3K +346 +293%
CSWM
841
Cassady Schiller Wealth Management
Ohio
$53.8K – – –
ME
842
McIlrath & Eck
Washington
$53.6K – – –
CWM
843
Compass Wealth Management
Connecticut
$52.7K – – –
HCP
844
Hexagon Capital Partners
Arkansas
$51.5K -$4.54K -40 -8%
HBW
845
Hazlett, Burt & Watson
West Virginia
$51K – – –
WTA
846
Washington Trust Advisors
Massachusetts
$49.6K -$454 -4 -0.9%
RTC
847
Riverview Trust Company
Washington
$47.3K – – –
ADL
848
Asset Dedication LLC
California
$45.3K – – –
FIM
849
FWL Investment Management
Texas
$45K – – –
CFO
850
CVA Family Office
Colorado
$43K -$567 -5 -1%
32 33
34
35 36