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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
926
Kestra Private Wealth Services
Texas
$206K -$180K -1,429 -45%
WWM
927
Western Wealth Management
Colorado
$205K +$218K +1,735 New
SIG
928
Sargent Investment Group
Maryland
$205K +$218K +1,734 New
JFGIW
929
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K -$78.5K -624 -26%
KCM
930
Kathmere Capital Management
Pennsylvania
$204K +$217K +1,725 New
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$203K +$22.8K +181 +12%
RWM
932
Ritholtz Wealth Management
New York
$203K +$216K +1,715 New
DWG
933
Darden Wealth Group
Michigan
$201K +$214K +1,700 New
SWR
934
Spahn Wealth & Retirement
Arizona
$201K +$214K +1,700 New
SAS
935
Stelac Advisory Services
New York
$194K -$4.86M -38,637 -96%
EC
936
Elequin Capital
New York
$192K +$204K +1,620 New
PAM
937
Paradigm Asset Management
New York
$189K +$18.1K +144 +10%
LIA
938
Limestone Investment Advisors
New York
$188K +$200K +1,592 New
IAAG
939
Innovative Asset Advisors Group
Connecticut
$184K +$1.01K +8 +0.5%
AT
940
Arlington Trust
Alabama
$178K – – –
O
941
Ossiam
France
$169K -$669K -5,321 -79%
SWA
942
SOA Wealth Advisors
New York
$165K – – –
MG
943
Mather Group
Illinois
$156K +$4.28K +34 +3%
AAG
944
Armstrong Advisory Group
Massachusetts
$154K – – –
OL
945
OneFund LLC
Florida
$149K -$2.14K -17 -1%
SWM
946
Spire Wealth Management
Virginia
$147K -$15.2K -121 -9%
FHC
947
First Horizon Corporation
Tennessee
$145K -$1.64K -13 -1%
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$138K +$61.5K +489 +72%
HWA
949
Heritage Wealth Advisors
Virginia
$130K – – –
SIS
950
Strategic Investment Solutions
Illinois
$123K +$4.78K +38 +4%
36 37
38
39 40