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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
826
Flatrock Wealth Partners
California
$359K +$330K +2,482 New
QWP
827
Quotient Wealth Partners
Texas
$359K -$17.3K -130 -5%
TCA
828
Transcend Capital Advisors
New Jersey
$356K +$21.6K +163 +7%
PPWP
829
Premier Path Wealth Partners
New Jersey
$354K +$23.6K +178 +8%
SL
830
Summitry LLC
California
$349K +$321K +2,413 New
HSA
831
HBK Sorce Advisory
Pennsylvania
$348K +$17.9K +135 +5%
FG
832
Foster Group
Iowa
$348K +$319K +2,402 New
MYLI
833
Meiji Yasuda Life Insurance
Japan
$347K +$319K +2,400 New
WBC
834
Westpac Banking Corp
Australia
$347K +$24.7K +186 +8%
WLPWM
835
Walled Lake Planning & Wealth Management
Illinois
$346K +$930 +7 +0.3%
BWS
836
Broadway Wealth Solutions
Texas
$346K +$11.6K +87 +4%
ACA
837
Aptus Capital Advisors
Alabama
$345K +$8.9K +67 +3%
Verition Fund Management
838
Verition Fund Management
Connecticut
$342K -$538K -4,048 -63%
CFG
839
Citizens Financial Group
Rhode Island
$341K +$7.97K +60 +3%
RCWM
840
Royal Capital Wealth Management
Indiana
$340K +$312K +2,352 New
JCM
841
Jacobi Capital Management
Pennsylvania
$340K +$312K +2,346 New
JSW
842
Journey Strategic Wealth
New Jersey
$339K -$123K -924 -28%
AF
843
Allworth Financial
California
$334K +$29.8K +224 +11%
AI
844
AXS Investments
New York
$333K
DAM
845
Delta Asset Management
Tennessee
$333K
AWM
846
Aviso Wealth Management
Washington
$329K
ANBT
847
American National Bank & Trust
Texas
$329K +$6.64K +50 +2%
KAM
848
Knightsbridge Asset Management
California
$329K +$1.46K +11 +0.5%
BPWM
849
BCS Private Wealth Management
New Jersey
$328K +$301K +2,265 New
GC
850
Granville Capital
North Carolina
$328K +$301K +2,264 New