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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
901
Washington Trust
Rhode Island
$231K +$245K +1,730 New
AWM
902
Aprio Wealth Management
Georgia
$228K +$40.2K +284 +20%
NCM
903
Next Capital Management
New York
$227K – – –
DWG
904
Darden Wealth Group
Michigan
$227K – – –
SWR
905
Spahn Wealth & Retirement
Arizona
$227K +$241K +1,700 New
EFS
906
Essex Financial Services
Connecticut
$225K +$239K +1,688 New
HI
907
Harbour Investments
Wisconsin
$224K +$127K +895 +114%
CWP
908
Core Wealth Partners
California
$222K +$236K +1,669 New
GIA
909
Gladstone Institutional Advisory
Florida
$222K +$236K +1,666 New
BCM
910
Bienville Capital Management
New York
$222K – – –
S
911
Steadtrust
Texas
$221K +$234K +1,656 New
PFM
912
Patton Fund Management
Texas
$220K – – –
BS
913
Banco Santander
Spain
$219K +$232K +1,642 New
WA
914
Wealth Alliance
New York
$217K +$231K +1,631 New
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$217K +$9.06K +64 +4%
AG
916
Ascent Group
Virginia
$217K +$14K +99 +6%
TWM
917
Tanager Wealth Management
United Kingdom
$214K +$1.13K +8 +0.5%
WCA
918
Whetstone Capital Advisors
Kansas
$214K +$228K +1,607 New
FCP
919
Fidelis Capital Partners
Florida
$211K +$4.67K +33 +2%
CAG
920
Crestwood Advisors Group
Massachusetts
$209K +$222K +1,570 New
LA
921
LVW Advisors
New York
$209K +$14.7K +104 +7%
FWM
922
FFT Wealth Management
Pennsylvania
$209K – – –
HBS
923
Howard Bailey Securities
Indiana
$207K +$6.8K +48 +3%
BFC
924
Blue Fin Capital
Rhode Island
$206K – – –
P
925
Pitcairn
Pennsylvania
$206K -$13.3K -94 -6%
35 36
37
38 39