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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
876
CTC Alternative Strategies
Illinois
$248K +$264K +2,100 New
DT
877
DV Trading
Illinois
$248K +$264K +2,100 New
IAA
878
Independent Advisor Alliance
North Carolina
$248K -$10.6K -84 -4%
CMMS
879
Comprehensive Money Management Services
Florida
$247K +$263K +2,090 New
BS
880
Banco Santander
Spain
$247K – – –
BCM
881
Brookstone Capital Management
Illinois
$247K -$10.1K -80 -4%
PP
882
PDS Planning
Ohio
$245K +$33.8K +269 +15%
MAG
883
M3 Advisory Group
Massachusetts
$244K +$3.65K +29 +1%
SC
884
SouthState Corp
Florida
$243K +$1.26K +10 +0.5%
SFP
885
Shepherd Financial Partners
Massachusetts
$242K -$95.4K -759 -27%
CWA
886
Canvas Wealth Advisors
Kansas
$241K -$18.6K -148 -7%
GC
887
Gilbert & Cook
Iowa
$240K – – –
CA
888
CoreCap Advisors
Michigan
$238K +$1.64K +13 +0.6%
MA
889
MONECO Advisors
Connecticut
$238K +$12.7K +101 +5%
FPL
890
Fortress Private Ledger
North Carolina
$238K +$253K +2,008 New
LGF
891
LGT Group Foundation
Liechtenstein
$237K -$503 -4 -0.2%
CPSC
892
Carl P. Sherr & Co
Massachusetts
$237K – – –
ZIC
893
ZWJ Investment Counsel
Georgia
$237K – – –
DE
894
Defiance ETFs
New York
$235K +$250K +1,988 New
KAS
895
KPP Advisory Services
Kentucky
$231K +$246K +1,956 New
AWE
896
Avidian Wealth Enterprises
Texas
$231K +$245K +1,952 New
SAG
897
SageView Advisory Group
California
$230K +$11.6K +92 +5%
GFL
898
Granite FO LLC
New Hampshire
$229K – – –
EA
899
Emerald Advisers
Pennsylvania
$225K – – –
SCA
900
SMH Capital Advisors
Texas
$225K +$126 +1 +0.1%
34 35
36
37 38