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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
876
Tower Wealth Partners
Pennsylvania
$288K +$11.7K +74 +4%
GM
877
GeoWealth Management
Illinois
$288K +$176K +1,113 +177%
JSC
878
Jackson Square Capital
California
$281K -$85.2K -538 -24%
DWG
879
Darden Wealth Group
Michigan
$281K – – –
UAG
880
United Advisor Group
Ohio
$281K – – –
PHS
881
Pekin Hardy Strauss
Illinois
$281K +$269K +1,700 New
SWR
882
Spahn Wealth & Retirement
Arizona
$281K +$269K +1,700 New
TWM
883
Tanager Wealth Management
United Kingdom
$279K +$2.06K +13 +0.8%
FCG
884
Fielder Capital Group
Tennessee
$278K +$1.43K +9 +0.5%
TCA
885
Transcend Capital Advisors
New Jersey
$273K +$792 +5 +0.3%
CG
886
Cynosure Group
Utah
$272K -$220K -1,390 -46%
IHWM
887
Iron Horse Wealth Management
Iowa
$272K -$35.8K -226 -12%
CPA
888
Cardiff Park Advisors
California
$272K – – –
CFO
889
Callan Family Office
Pennsylvania
$271K +$260K +1,641 New
WA
890
Waverly Advisors
Alabama
$270K +$259K +1,634 New
EC
891
EntryPoint Capital
New York
$270K +$259K +1,632 New
WG
892
Winton Group
United Kingdom
$268K -$578K -3,647 -69%
IC
893
Iconiq Capital
California
$267K +$256K +1,619 New
GWCM
894
Godshalk Welsh Capital Management
Pennsylvania
$265K -$7.92K -50 -3%
RCM
895
RNC Capital Management
California
$264K +$253K +1,600 New
KWM
896
Kolinsky Wealth Management
New Jersey
$262K -$6.18K -39 -2%
DT
897
Diversified Trust
Tennessee
$261K +$251K +1,582 New
ACM
898
AlphaStar Capital Management
North Carolina
$261K -$6.18K -39 -2%
FCIM
899
Fairview Capital Investment Management
California
$257K +$246K +1,556 New
SIG
900
Sargent Investment Group
Maryland
$255K +$261K +1,647 New
34 35
36
37 38