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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
SOA Wealth Advisors
New York
$147K
WPA
927
Wealth Preservation Advisors
Tennessee
$140K +$157K +1,019 New
CIA
928
Cape Investment Advisory
Georgia
$139K -$154 -1 -0.1%
BCM
929
Berbice Capital Management
New York
$137K
CAL
930
Capital Analysts LLC
Pennsylvania
$137K
BTI
931
Blue Trust Inc
Georgia
$137K +$7.69K +50 +5%
GFL
932
Granite FO LLC
New Hampshire
$130K
BIG
933
Brooklyn Investment Group
New York
$130K +$30.9K +201 +27%
MG
934
Mather Group
Illinois
$126K +$130K +848 +1,162%
UB
935
UMB Bank
Missouri
$124K +$96K +624 +224%
HH
936
HWG Holdings
Texas
$120K +$135K +875 New
CAM
937
Chesapeake Asset Management
New York
$116K +$6.92K +45 +6%
DWM
938
Darwin Wealth Management
Florida
$115K
HFM
939
Harvest Fund Management
China
$113K -$1.14M -7,399 -90%
NC
940
North Capital
Utah
$112K +$125K +815 New
MA
941
Montag & Associates
Georgia
$110K
WT
942
Washington Trust
Rhode Island
$104K
EWA
943
EverSource Wealth Advisors
Alabama
$101K +$48.9K +318 +76%
BWL
944
Bogart Wealth LLC
Virginia
$99.6K +$769 +5 +0.7%
CA
945
Clearstead Advisors
Ohio
$98.6K -$12.6K -82 -10%
GAM
946
Generali Asset Management
Italy
$95.9K -$177K -1,152 -62%
TC
947
Truvestments Capital
Florida
$94.5K +$3.54K +23 +3%
VCM
948
Versant Capital Management
Arizona
$94.4K +$28.9K +188 +38%
GM
949
GeoWealth Management
Illinois
$93.7K -$163K -1,059 -61%
PFBT
950
Parkside Financial Bank & Trust
Missouri
$92.8K +$18.9K +123 +22%