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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
951
Genesis Private Wealth
Virginia
$204K +$196K +1,235 New
SL
952
Sentry LLC
Tennessee
$203K +$195K +1,231 New
SWM
953
Spire Wealth Management
Virginia
$203K +$475 +3 +0.2%
CWS
954
Confluence Wealth Services
Pennsylvania
$202K +$188K +1,188 New
WC
955
Wexford Capital
Florida
$202K +$193K +1,221 New
CFA
956
Cahill Financial Advisors
Minnesota
$201K +$193K +1,217 New
A
957
Allianz
Germany
$200K – – –
PCM
958
Penserra Capital Management
California
$194K +$179K +1,133 +2,360%
HWA
959
Heritage Wealth Advisors
Virginia
$182K – – –
SWA
960
SOA Wealth Advisors
New York
$178K – – –
C
961
Covestor
United Kingdom
$177K -$23.8K -150 -12%
CIA
962
Cape Investment Advisory
Georgia
$168K -$25.3K -160 -14%
QL
963
Quarry LP
New York
$168K +$161K +1,017 +101,700%
BCM
964
Berbice Capital Management
New York
$165K +$159K +1,001 New
FFWM
965
Future Financial Wealth Management
Ohio
$165K – – –
CAL
966
Capital Analysts LLC
Pennsylvania
$165K -$27.7K -175 -15%
GFL
967
Granite FO LLC
New Hampshire
$157K – – –
BTI
968
Blue Trust Inc
Georgia
$157K -$358K -2,260 -70%
AF
969
Allworth Financial
California
$155K +$30.1K +190 +26%
CAWM
970
Capital A Wealth Management
Pennsylvania
$141K +$135K +853 New
ECM
971
Eisler Capital Management
United Kingdom
$136K +$130K +821 New
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$136K +$81.4K +514 +167%
CA
973
Clearstead Advisors
Ohio
$132K +$21.5K +136 +20%
CAM
974
Chesapeake Asset Management
New York
$132K – – –
MA
975
Montag & Associates
Georgia
$132K – – –
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