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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
926
Sargent Investment Group
Maryland
$249K +$229K +1,721 New
PCG
927
Prosperity Consulting Group
Maryland
$248K +$27.9K +210 +14%
EA
928
Everpar Advisors
Oklahoma
$248K +$228K +1,714 New
DWG
929
Darden Wealth Group
Michigan
$246K – – –
SWR
930
Spahn Wealth & Retirement
Arizona
$246K – – –
CNB
931
Camden National Bank
Maine
$246K +$225K +1,697 New
ST
932
Smithfield Trust
Pennsylvania
$245K -$4.65K -35 -2%
SC
933
Savant Capital
Illinois
$244K -$51K -384 -19%
AWM
934
Aprio Wealth Management
Georgia
$244K -$3.72K -28 -2%
BCM
935
Bienville Capital Management
New York
$241K +$266 +2 +0.1%
CT
936
Coastline Trust
Rhode Island
$241K -$106K -800 -32%
S
937
Steadtrust
Texas
$240K – – –
SS
938
SBI Securities
Japan
$239K -$22.4K -169 -9%
PFM
939
Patton Fund Management
Texas
$239K – – –
RG
940
Rathbones Group
United Kingdom
$239K +$219K +1,650 New
PCS
941
Personal CFO Solutions
New Jersey
$238K -$35.3K -266 -14%
TWM
942
Tanager Wealth Management
United Kingdom
$238K +$4.91K +37 +2%
7WCP
943
71 West Capital Partners
Massachusetts
$238K +$218K +1,642 New
G
944
GenTrust
Florida
$237K +$217K +1,636 New
WFA
945
Wellspring Financial Advisors
Ohio
$237K +$217K +1,635 New
TW
946
TritonPoint Wealth
Maryland
$235K -$28.7K -216 -12%
SCTC
947
Sanibel Captiva Trust Company
Florida
$233K +$214K +1,612 New
DAS
948
Diversify Advisory Services
Utah
$231K +$213K +1,606 New
CAM
949
Clark Asset Management
New Hampshire
$228K +$209K +1,575 New
C
950
Certuity
Florida
$228K +$9.16K +69 +5%
36 37
38
39 40