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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1001
Glen Eagle Advisors
New Jersey
$45.4K – – –
CFFP
1002
Center for Financial Planning
Michigan
$44K – – –
QL
1003
Quarry LP
New York
$43.8K +$16.3K +130 +54%
CT
1004
Colonial Trust
South Carolina
$43.6K +$18.5K +147 +66%
HFS
1005
Horizon Financial Services
North Carolina
$43.2K +$17.5K +139 +62%
SVWA
1006
Sarver Vrooman Wealth Advisors
Missouri
$40.2K -$1.13K -9 -3%
NEWAS
1007
N.E.W. Advisory Services
Wisconsin
$38K – – –
BHWM
1008
Bay Harbor Wealth Management
Maryland
$37.1K +$3.65K +29 +10%
DWM
1009
Darwin Wealth Management
Florida
$36.9K +$126 +1 +0.3%
OCWP
1010
Owl Creek Wealth Partners
Colorado
$36.6K +$1.38K +11 +4%
WTA
1011
Washington Trust Advisors
Massachusetts
$36.4K +$1.51K +12 +4%
CHC
1012
City Holding Co
West Virginia
$36.1K – – –
CWP
1013
Concord Wealth Partners
Virginia
$35.5K +$37.7K +300 New
FMII
1014
Farmers & Merchants Investments Inc
Nebraska
$35.3K – – –
YDMI
1015
Y.D. More Investments
Israel
$35.1K – – –
GWS
1016
Greykasell Wealth Strategies
California
$34.3K – – –
PPC
1017
Park Place Capital
Alabama
$33.5K -$980K -7,794 -96%
NFSG
1018
Newbridge Financial Services Group
Florida
$31.4K +$33.3K +265 New
WWM
1019
Wolff Wiese Magana
California
$31K – – –
KFAS
1020
Keating Financial Advisory Services
Kansas
$30.9K +$16.3K +130 +99%
SGK
1021
Steigerwald Gordon & Koch
Virginia
$30.4K – – –
CA
1022
Continuum Advisory
Idaho
$30.4K +$32.3K +257 New
MA
1023
MCF Advisors
Kentucky
$28.8K -$629 -5 -2%
BCWM
1024
Bartlett & Co Wealth Management
Ohio
$28.6K +$6.04K +48 +25%
DF
1025
Downshift Financial
Colorado
$28.1K +$29.8K +237 New
39 40
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