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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
876
United Advisor Group
Ohio
$236K +$3.38K +22 +1%
SIG
877
Sargent Investment Group
Maryland
$234K +$9.53K +62 +4%
DWG
878
Darden Wealth Group
Michigan
$233K – – –
SWR
879
Spahn Wealth & Retirement
Arizona
$233K – – –
CF
880
Centaurus Financial
California
$232K -$261K -1,696 -50%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$31.5K +205 +14%
LAM
882
L2 Asset Management
Massachusetts
$226K +$20.1K +131 +9%
NP
883
NorthRock Partners
Minnesota
$226K +$254K +1,651 New
FCP
884
Fidelis Capital Partners
Florida
$226K +$53.5K +348 +26%
DT
885
Diversified Trust
Tennessee
$223K +$7.07K +46 +3%
CFG
886
Citizens Financial Group
Rhode Island
$221K -$35.2K -229 -12%
P
887
Pitcairn
Pennsylvania
$219K +$13.7K +89 +6%
RFC
888
Regions Financial Corp
Alabama
$219K -$340K -2,210 -58%
RCM
889
RNC Capital Management
California
$219K – – –
IIM
890
Intact Investment Management
Quebec, Canada
$219K +$246K +1,600 New
MFG
891
Merit Financial Group
Georgia
$219K -$111K -719 -31%
IIC
892
Integrated Investment Consultants
Michigan
$218K -$52.7K -343 -18%
TW
893
TritonPoint Wealth
Maryland
$218K -$70.4K -458 -22%
GWCM
894
Godshalk Welsh Capital Management
Pennsylvania
$217K -$3.08K -20 -1%
TYCC
895
Texas Yale Capital Corp
Florida
$217K +$244K +1,585 New
HBS
896
Howard Bailey Securities
Indiana
$217K +$243K +1,582 New
AAG
897
Armstrong Advisory Group
Massachusetts
$215K – – –
CNB
898
Camden National Bank
Maine
$214K +$240K +1,563 New
MSA
899
Marino Stram & Associates
Massachusetts
$213K +$44.9K +292 +23%
FCIM
900
Fairview Capital Investment Management
California
$210K -$3.84K -25 -2%
34 35
36
37 38