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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
976
CX Institutional
Indiana
$197K +$133K +1,000 +278%
AAG
977
Armstrong Advisory Group
Massachusetts
$189K – – –
TH
978
TCTC Holdings
Texas
$182K – – –
FHC
979
First Horizon Corporation
Tennessee
$178K +$12.2K +92 +8%
A
980
Allianz
Germany
$174K – – –
SWA
981
SOA Wealth Advisors
New York
$169K – – –
SIM
982
Sentry Investment Management
Wisconsin
$163K – – –
DMIC
983
Dixon Mitchell Investment Counsel
British Columbia, Canada
$161K +$148K +1,113 New
BCM
984
Berbice Capital Management
New York
$159K -$33.3K -251 -19%
HWA
985
Heritage Wealth Advisors
Virginia
$159K – – –
AC
986
AlphaCore Capital
California
$156K +$138K +1,039 +2,534%
PFBT
987
Parkside Financial Bank & Trust
Missouri
$154K +$41.7K +314 +42%
BTI
988
Blue Trust Inc
Georgia
$154K -$8.1K -61 -5%
OAM
989
Ostrum Asset Management
France
$151K -$46.1K -347 -25%
VCM
990
Versant Capital Management
Arizona
$148K -$9.03K -68 -6%
NS
991
NBC Securities
Alabama
$147K – – –
AF
992
Alerus Financial
North Dakota
$142K – – –
KFI
993
Key Financial Inc
Pennsylvania
$139K -$128K -963 -50%
GFL
994
Granite FO LLC
New Hampshire
$138K – – –
RAM
995
Reflection Asset Management
South Carolina
$134K +$123K +925 New
AWM
996
Activest Wealth Management
Florida
$131K +$93.6K +705 +349%
BWL
997
Bogart Wealth LLC
Virginia
$130K +$2.52K +19 +2%
PWA
998
Provenance Wealth Advisors
Florida
$128K – – –
AF
999
Advisornet Financial
Minnesota
$124K +$71.9K +541 +173%
PTC
1000
Private Trust Company
Ohio
$121K -$2.79K -21 -2%
38 39
40
41 42