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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
901
Mirabella Financial Services
United Kingdom
$270K -$2.17M -16,303 -90%
FI
902
Finivi Inc
Massachusetts
$270K +$7.84K +59 +3%
CPSC
903
Carl P. Sherr & Co
Massachusetts
$269K – – –
HI
904
Harbour Investments
Wisconsin
$268K +$23.6K +178 +11%
WPA
905
Wealth Preservation Advisors
Tennessee
$268K +$15.1K +114 +7%
RRA
906
Red Reef Advisors
Florida
$267K +$245K +1,843 New
SIG
907
Spinnaker Investment Group
California
$266K +$244K +1,835 New
GIA
908
Gladstone Institutional Advisory
Florida
$265K +$22K +166 +10%
AM
909
AGF Management
Ontario, Canada
$264K -$246K -1,854 -50%
PWC
910
Pathfinder Wealth Consulting
North Carolina
$263K +$242K +1,820 New
ASC
911
Ares Systematic Credit
$263K +$463K +3,483 New
ETC
912
Exchange Traded Concepts
Oklahoma
$262K -$60K -452 -20%
PA
913
Perennial Advisors
New York
$261K – – –
O
914
Ossiam
France
$261K +$229K +1,724 +2,268%
NG
915
Northstar Group
New York
$261K +$239K +1,800 New
PW
916
PUREfi Wealth
Massachusetts
$260K +$239K +1,799 New
AA
917
Alta Advisers
United Kingdom
$260K -$79.7K -600 -25%
CFA
918
Cahill Financial Advisors
Minnesota
$260K -$10.9K -82 -4%
JFGLC
919
Johnson Financial Group LLC (Colorado)
Colorado
$259K +$238K +1,790 New
CA
920
Clearstead Advisors
Ohio
$258K +$105K +790 +79%
LA
921
LVW Advisors
New York
$256K +$26K +196 +12%
NCM
922
Next Capital Management
New York
$255K +$6.91K +52 +3%
CCA
923
Childress Capital Advisors
Texas
$250K -$16.6K -125 -7%
DFA
924
Davies Financial Advisors
California
$250K -$186K -1,397 -45%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$249K +$12.5K +94 +6%
35 36
37
38 39