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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
851
SageView Advisory Group
California
$327K -$77.7K -585 -21%
PCM
852
Prelude Capital Management
New York
$325K -$977K -7,356 -77%
WSFS
853
Wilmington Savings Fund Society
Delaware
$321K – – –
CWP
854
CFM Wealth Partners
Texas
$321K +$266 +2 +0.1%
PP
855
PDS Planning
Ohio
$319K +$9.7K +73 +3%
WS
856
Wedbush Securities
California
$319K +$18.7K +141 +7%
IWM
857
IHT Wealth Management
Illinois
$319K -$115K -865 -28%
CI
858
Conning Inc
Connecticut
$317K +$7.17K +54 +3%
FPGK
859
Financial Partners Group (Kansas)
Kansas
$316K +$312K +2,349 New
FFP
860
FourThought Financial Partners
Florida
$315K +$289K +2,175 New
VAM
861
Vienna Asset Management
California
$315K -$816K -6,142 -74%
EPW
862
Evolve Private Wealth
California
$315K +$289K +2,173 New
CFS
863
Coordinated Financial Services
Colorado
$312K +$24.2K +182 +9%
WT
864
Washington Trust
Rhode Island
$308K +$53.1K +400 +23%
FMLI
865
Fukoku Mutual Life Insurance
Japan
$306K +$281K +2,117 New
SC
866
Syon Capital
California
$304K +$16.7K +126 +6%
BS
867
Banco Santander
Spain
$302K +$59K +444 +27%
OIA
868
OneDigital Investment Advisors
Kansas
$301K +$33.3K +251 +14%
NSIM
869
North Star Investment Management
Illinois
$300K +$5.98K +45 +2%
CCWM
870
Cassaday & Co Wealth Management
Virginia
$299K – – –
CAM
871
Chesapeake Asset Management
New York
$299K +$9.56K +72 +4%
WA
872
Wealth Alliance
New York
$298K +$57.1K +430 +26%
DE
873
Diversified Enterprises
Delaware
$298K -$531 -4 -0.2%
SC
874
SouthState Corp
Florida
$297K -$266 -2 -0.1%
BPW
875
Bingham Private Wealth
California
$294K +$270K +2,034 New
33 34
35
36 37