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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$203K +$14.4K +116 +7%
PP
902
PDS Planning
Ohio
$201K -$49.6K -400 -18%
AM
903
AGF Management
Ontario, Canada
$201K -$2.6K -21 -1%
PWC
904
Pathfinder Wealth Consulting
North Carolina
$201K -$1.74K -14 -0.8%
CFA
905
Cahill Financial Advisors
Minnesota
$201K +$620 +5 +0.3%
SIG
906
Spinnaker Investment Group
California
$201K -$4.21K -34 -2%
PCS
907
Personal CFO Solutions
New Jersey
$201K +$19.2K +155 +9%
NG
908
Northstar Group
New York
$201K – – –
PA
909
Perennial Advisors
New York
$201K – – –
AA
910
Alta Advisers
United Kingdom
$200K – – –
IAAG
911
Innovative Asset Advisors Group
Connecticut
$173K +$192K +1,551 New
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$171K -$22.6K -182 -11%
AT
913
Arlington Trust
Alabama
$168K +$992 +8 +0.5%
SS
914
SBI Securities
Japan
$164K -$22.4K -181 -11%
PAM
915
Paradigm Asset Management
New York
$162K – – –
SWA
916
SOA Wealth Advisors
New York
$156K +$28.3K +228 +20%
SWM
917
Spire Wealth Management
Virginia
$152K -$9.3K -75 -5%
AAG
918
Armstrong Advisory Group
Massachusetts
$145K – – –
MG
919
Mather Group
Illinois
$143K +$159K +1,286 New
CT
920
Coastline Trust
Rhode Island
$143K -$47.3K -382 -23%
DWP
921
Destiny Wealth Partners
Florida
$143K +$159K +1,281 New
CH
922
Cromwell Holdings
Wyoming
$142K -$24.9K -201 -14%
OL
923
OneFund LLC
Florida
$141K +$139K +1,119 +713%
FHC
924
First Horizon Corporation
Tennessee
$138K +$1.61K +13 +1%
HCM
925
Hollencrest Capital Management
California
$134K -$237K -1,913 -61%
35 36
37
38 39