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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Core Wealth Partners
California
$224K +$215K +1,357 New
BFG
927
Berger Financial Group
Minnesota
$224K +$215K +1,357 New
NA
928
Nautilus Advisors
California
$221K +$212K +1,340 New
GWMR
929
GC Wealth Management RIA
Massachusetts
$221K +$212K +1,339 New
MW
930
Marcum Wealth
Ohio
$221K -$118K -743 -36%
FOA
931
Five Oceans Advisors
California
$220K +$211K +1,335 New
CHP
932
Cable Hill Partners
Oregon
$220K +$211K +1,330 New
SVWAG
933
Sound View Wealth Advisors Group
Georgia
$219K +$210K +1,323 New
MC
934
Machina Capital
France
$217K +$208K +1,311 New
SW
935
SkyOak Wealth
Michigan
$217K +$208K +1,311 New
QFA
936
Quantum Financial Advisors
California
$216K +$208K +1,310 New
UBP
937
Union Bancaire Privee
Switzerland
$216K +$227K +1,430 New
LWL
938
Leo Wealth LLC
Texas
$215K +$206K +1,302 New
AAG
939
Armstrong Advisory Group
Massachusetts
$215K
PPP
940
Private Portfolio Partners
New Jersey
$210K +$201K +1,270 New
MC
941
Marest Capital
California
$209K +$201K +1,268 New
MSA
942
Marino Stram & Associates
Massachusetts
$209K +$201K +1,266 New
MSG
943
Main Street Group
Virginia
$209K -$274K -1,729 -58%
TH
944
TCTC Holdings
Texas
$208K
AT
945
American Trust
Kentucky
$207K -$145K -913 -42%
DWA
946
Douglass Winthrop Advisors
New York
$206K +$198K +1,250 New
Fayez Sarofim & Co
947
Fayez Sarofim & Co
Texas
$206K +$198K +1,250 New
SMA
948
Sage Mountain Advisors
Georgia
$206K +$198K +1,249 New
CAAS
949
Capital Asset Advisory Services
Michigan
$205K +$192K +1,215 New
HWA
950
HCR Wealth Advisors
California
$204K +$196K +1,237 New