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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
851
Wealth Alliance Advisory Group
Kansas
$273K +$503 +4 +0.2%
KAM
852
Knightsbridge Asset Management
California
$273K -$2.14K -17 -0.7%
AIA
853
Arbor Investment Advisors
North Carolina
$272K +$289K +2,302 New
WLPWM
854
Walled Lake Planning & Wealth Management
Illinois
$272K +$1.13K +9 +0.4%
AI
855
AXS Investments
New York
$272K – – –
DAM
856
Delta Asset Management
Tennessee
$272K – – –
LAM
857
L2 Asset Management
Massachusetts
$272K +$10.8K +86 +4%
PGA
858
Portland Global Advisors
Maine
$271K +$288K +2,290 New
AWM
859
Aviso Wealth Management
Washington
$269K – – –
GC
860
Granville Capital
North Carolina
$268K – – –
CM
861
Cercano Management
Washington
$267K -$18.3M -145,340 -98%
FMB
862
Field & Main Bank
Kentucky
$265K +$282K +2,240 New
ANBT
863
American National Bank & Trust
Texas
$265K – – –
LCM
864
Laurion Capital Management
New York
$263K +$280K +2,223 New
AF
865
Allworth Financial
California
$263K +$35.7K +284 +15%
WSFS
866
Wilmington Savings Fund Society
Delaware
$263K +$251 +2 +0.1%
OIA
867
OneDigital Investment Advisors
Kansas
$262K +$279K +2,217 New
BFS
868
Bradley Foster & Sargent
Connecticut
$262K +$16.6K +132 +6%
PCP
869
Proficio Capital Partners
Massachusetts
$262K +$279K +2,216 New
PCS
870
Personal CFO Solutions
New Jersey
$259K +$48.9K +389 +22%
NP
871
Nilsine Partners
Colorado
$255K +$5.16K +41 +2%
UB
872
Umpqua Bank
Oregon
$252K -$254K -2,016 -49%
EAM
873
Empirical Asset Management
Massachusetts
$252K +$38.4K +305 +17%
SFA
874
Souders Financial Advisors
Ohio
$251K +$18.5K +147 +7%
FMLI
875
Fukoku Mutual Life Insurance
Japan
$250K – – –
33 34
35
36 37