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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
951
Private Trust Company
Ohio
$74.4K -$20.6K -166 -20%
CPG
952
Cornerstone Planning Group
New Jersey
$74.2K +$1.49K +12 +2%
TFA
953
Transamerica Financial Advisors
Florida
$73.9K +$67.7K +546 +467%
HHCP
954
Hilton Head Capital Partners
South Carolina
$70.6K – – –
CAL
955
Capital Analysts LLC
Pennsylvania
$68K -$27.5K -222 -27%
TPWA
956
Twin Peaks Wealth Advisors
California
$67.5K +$75.1K +606 New
SS
957
Sunbelt Securities
Texas
$62.2K +$1.49K +12 +2%
OCM
958
Orion Capital Management
California
$61.3K -$4.96K -40 -7%
MWPCG
959
Measured Wealth Private Client Group
New Hampshire
$61.3K – – –
VCM
960
Versant Capital Management
Arizona
$60.6K -$59.2K -478 -47%
TFIPS
961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.2K – – –
MSWM
962
Mowery & Schoenfeld Wealth Management
Illinois
$59.5K -$1.24K -10 -2%
CA
963
Clearstead Advisors
Ohio
$57.9K -$157K -1,264 -71%
SL
964
Salomon & Ludwin
Virginia
$56.7K -$11.4K -92 -15%
RFP
965
Root Financial Partners
California
$55.4K -$13.4K -108 -18%
BC
966
Bayforest Capital
United Kingdom
$55.4K +$61.6K +497 New
CFB
967
Cullen/Frost Bankers
Texas
$54.4K +$15.1K +122 +33%
ISWM
968
Intesa Sanpaolo Wealth Management
$53.5K +$59.5K +480 New
ADL
969
Asset Dedication LLC
California
$51.4K – – –
WSFG
970
Wall Street Financial Group
Illinois
$48.5K +$53.9K +435 New
PWM
971
Proathlete Wealth Management
Florida
$47.4K -$36.2K -292 -41%
MA
972
Montag & Associates
Georgia
$45.6K – – –
BT
973
Banque Transatlantique
France
$44.6K -$7.44K -60 -13%
AUB
974
Atlantic Union Bankshares
Virginia
$44.5K +$24.3K +196 +97%
GEA
975
Glen Eagle Advisors
New Jersey
$42.8K – – –
37 38
39
40 41