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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
876
L2 Asset Management
Massachusetts
$293K +$21.8K +164 +9%
MCCA
877
Mill Creek Capital Advisors
Pennsylvania
$293K -$532K -4,004 -66%
LGF
878
LGT Group Foundation
Liechtenstein
$292K – – –
SMA
879
Sage Mountain Advisors
Georgia
$292K +$268K +2,015 New
PWMA
880
Pension & Wealth Management Advisors
Massachusetts
$291K +$12.4K +93 +5%
WAAG
881
Wealth Alliance Advisory Group
Kansas
$290K +$398 +3 +0.2%
NA
882
Nordwand Advisors
Pennsylvania
$290K -$36.3K -273 -12%
ZIC
883
ZWJ Investment Counsel
Georgia
$290K – – –
MAG
884
M3 Advisory Group
Massachusetts
$289K +$3.19K +24 +1%
VFA
885
Valeo Financial Advisors
Indiana
$289K -$118K -887 -31%
SHGA
886
Sand Hill Global Advisors
California
$287K – – –
GCM
887
Greenland Capital Management
New York
$284K +$261K +1,962 New
OWA
888
Opal Wealth Advisors
New York
$283K -$1.33K -10 -0.5%
GVAG
889
Great Valley Advisor Group
Delaware
$283K -$1.7M -12,793 -87%
UAG
890
United Advisor Group
Ohio
$282K +$11.6K +87 +5%
EP
891
Ehrenkranz Partners
New York
$281K +$258K +1,940 New
MA
892
MONECO Advisors
Connecticut
$278K -$1.33K -10 -0.5%
AHL
893
Abel Hall LLC
Louisiana
$278K +$255K +1,922 New
CWA
894
Canvas Wealth Advisors
Kansas
$276K +$254K +1,910 New
RP
895
Riverwater Partners
Wisconsin
$274K -$6.64K -50 -3%
WPA
896
West Paces Advisors
Georgia
$274K +$3.32K +25 +1%
EFG
897
Everhart Financial Group
Ohio
$273K +$250K +1,884 New
CAG
898
Crestwood Advisors Group
Massachusetts
$272K +$40.6K +306 +19%
SCA
899
SMH Capital Advisors
Texas
$272K +$133 +1 +0.1%
GC
900
Gilbert & Cook
Iowa
$270K -$531 -4 -0.2%
34 35
36
37 38