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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
851
Mount Yale Investment Advisors
Colorado
$296K -$199K -1,502 -42%
TWP
852
Tower Wealth Partners
Pennsylvania
$296K +$12.5K +94 +5%
TCA
853
Transcend Capital Advisors
New Jersey
$296K -$11.8K -89 -4%
DWA
854
Douglass Winthrop Advisors
New York
$295K +$13.3K +100 +5%
DE
855
Diversified Enterprises
Delaware
$294K -$106K -801 -28%
CCWM
856
Cassaday & Co Wealth Management
Virginia
$293K +$274K +2,068 New
CFA
857
Cahill Financial Advisors
Minnesota
$292K +$273K +2,060 New
SG
858
StoneX Group
New York
$290K -$6.37K -48 -2%
ST
859
Smithfield Trust
Pennsylvania
$288K – – –
FHA
860
Flagship Harbor Advisors
Massachusetts
$287K +$3.71K +28 +1%
NSIM
861
North Star Investment Management
Illinois
$286K +$1.06K +8 +0.4%
RP
862
Riverwater Partners
Wisconsin
$285K -$7.29K -55 -3%
LGF
863
LGT Group Foundation
Liechtenstein
$284K -$84.9K -640 -24%
CPSC
864
Carl P. Sherr & Co
Massachusetts
$284K – – –
WAAG
865
Wealth Alliance Advisory Group
Kansas
$284K – – –
ZIC
866
ZWJ Investment Counsel
Georgia
$284K – – –
CFM
867
Catalyst Funds Management
Australia
$284K +$265K +2,000 New
GHAM
868
Gilman Hill Asset Management
Connecticut
$284K +$265K +2,000 New
OWA
869
Opal Wealth Advisors
New York
$283K -$4.91K -37 -2%
FT
870
Fiduciary Trust
Massachusetts
$283K +$14.9K +112 +6%
SHGA
871
Sand Hill Global Advisors
California
$282K – – –
MAG
872
M3 Advisory Group
Massachusetts
$275K -$796 -6 -0.3%
DWM
873
Dakota Wealth Management
Florida
$274K -$31.4K -237 -11%
SSA
874
Schonfeld Strategic Advisors
New York
$273K -$3.26M -24,609 -93%
KFI
875
Key Financial Inc
Pennsylvania
$272K +$254K +1,915 New
33 34
35
36 37