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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
851
Gateway Wealth Partners
Wisconsin
$248K +$276K +2,223 New
WSFS
852
Wilmington Savings Fund Society
Delaware
$247K – – –
LAM
853
L2 Asset Management
Massachusetts
$247K +$23.2K +187 +9%
MAWA
854
Moss Adams Wealth Advisors
Washington
$246K -$80.1K -646 -23%
FT
855
Fiduciary Trust
Massachusetts
$245K +$273K +2,200 New
WPA
856
West Paces Advisors
Georgia
$244K +$37.2K +300 +16%
CWA
857
Canvas Wealth Advisors
Kansas
$244K +$34.6K +279 +15%
IAA
858
Independent Advisor Alliance
North Carolina
$243K -$80.2K -647 -23%
BCM
859
Brookstone Capital Management
Illinois
$241K -$1.99M -16,068 -88%
EGM
860
Engineers Gate Manager
New York
$240K -$2.84M -22,951 -91%
PWMA
861
Pension & Wealth Management Advisors
Massachusetts
$239K +$16.1K +130 +6%
IAN
862
Integrated Advisors Network
Texas
$236K -$121K -977 -32%
FMLI
863
Fukoku Mutual Life Insurance
Japan
$236K – – –
BS
864
Banco Santander
Spain
$232K – – –
BFS
865
Bradley Foster & Sargent
Connecticut
$232K -$51.4K -415 -17%
WS
866
Wedbush Securities
California
$229K -$18.1K -146 -7%
SC
867
SouthState Corp
Florida
$228K -$1.12K -9 -0.4%
MAG
868
M3 Advisory Group
Massachusetts
$227K +$4.46K +36 +2%
GC
869
Gilbert & Cook
Iowa
$226K +$20K +161 +9%
MCCA
870
Mill Creek Capital Advisors
Pennsylvania
$226K – – –
FFS
871
Fortress Financial Solutions
Arizona
$225K -$77K -621 -24%
G
872
GenTrust
Florida
$224K +$46K +371 +23%
LGF
873
LGT Group Foundation
Liechtenstein
$223K +$496 +4 +0.2%
CA
874
CoreCap Advisors
Michigan
$223K -$71.1K -574 -22%
CPSC
875
Carl P. Sherr & Co
Massachusetts
$223K – – –
33 34
35
36 37