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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
926
Dixon Mitchell Investment Counsel
British Columbia, Canada
$124K – – –
HWA
927
Heritage Wealth Advisors
Virginia
$123K – – –
MSG
928
Main Street Group
Virginia
$118K +$131K +1,060 New
NS
929
NBC Securities
Alabama
$113K -$248 -2 -0.2%
SIS
930
Strategic Investment Solutions
Illinois
$112K +$124K +1,001 New
CCA
931
Catalyst Capital Advisors
New York
$111K -$62.6K -505 -34%
AF
932
Alerus Financial
North Dakota
$109K – – –
KFI
933
Key Financial Inc
Pennsylvania
$107K +$248 +2 +0.2%
SWP
934
Strategic Wealth Partners
Ohio
$107K -$496K -3,999 -81%
AF
935
Advisornet Financial
Minnesota
$104K +$9.92K +80 +9%
PB
936
Pinnacle Bancorp
Nebraska
$103K +$14.5K +117 +14%
SIS
937
Sound Income Strategies
Florida
$102K +$111K +892 +2,624%
BWL
938
Bogart Wealth LLC
Virginia
$101K +$992 +8 +0.9%
PWA
939
Provenance Wealth Advisors
Florida
$98.5K – – –
RF
940
Roxbury Financial
New Jersey
$96.8K +$108K +869 New
CM
941
Capula Management
Cayman Islands
$94.9K +$49.5K +399 +88%
CA
942
Crewe Advisors
Utah
$93.7K +$4.46K +36 +4%
CAM
943
Capco Asset Management
Florida
$92.4K +$103K +829 New
PFBT
944
Parkside Financial Bank & Trust
Missouri
$82K -$41K -331 -31%
HAP
945
Harbor Asset Planning
Massachusetts
$80.9K – – –
WTC
946
WhitTier Trust Company
Nevada
$78.6K +$24.2K +195 +36%
CFO
947
CVA Family Office
Colorado
$76.3K -$1.86K -15 -2%
CFG
948
Clayton Financial Group
Missouri
$75.9K -$3.35K -27 -4%
TC
949
Truvestments Capital
Florida
$75.7K +$372 +3 +0.4%
CSPIA
950
Cary Street Partners Investment Advisory
Virginia
$75.2K +$28.9K +233 +53%
36 37
38
39 40