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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1001
Concord Wealth Partners
Virginia
$40K – – –
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
$39.8K +$6.65K +47 +19%
FMII
1003
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
C
1004
Covestor
United Kingdom
$39K -$1.13K -8 -3%
GEA
1005
Glen Eagle Advisors
New Jersey
$38.3K – – –
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$37.3K – – –
BHWM
1007
Bay Harbor Wealth Management
Maryland
$36.4K +$1.13K +8 +3%
WWM
1008
Wolff Wiese Magana
California
$34.3K – – –
WTA
1009
Washington Trust Advisors
Massachusetts
$33.9K – – –
CFB
1010
Cullen/Frost Bankers
Texas
$31.5K +$8.35K +59 +33%
GKIM
1011
GW&K Investment Management
Massachusetts
$28K +$4.96K +35 +20%
MHR
1012
Matthew Hamilton Rosenberg
$28K – – –
DWA
1013
Delos Wealth Advisors
Texas
$27.9K +$4.96K +35 +20%
SIS
1014
Sound Income Strategies
Florida
$27.7K +$142 +1 +0.4%
SIC
1015
SJS Investment Consulting
Ohio
$27.7K +$27K +191 +1,124%
AWM
1016
Activest Wealth Management
Florida
$26.9K +$991 +7 +4%
BL
1017
BFSG LLC
California
$26.7K – – –
AUB
1018
Atlantic Union Bankshares
Virginia
$26.5K +$14K +99 +99%
PWAM
1019
Private Wealth Asset Management
Iowa
$23.6K – – –
RBC
1020
Roble Belko & Company
Pennsylvania
$23K – – –
AGWCA
1021
Annis Gardner Whiting Capital Advisors
Florida
$22.7K +$4.39K +31 +22%
PWA
1022
Physician Wealth Advisors
Utah
$22.1K +$8.64K +61 +58%
MA
1023
MCF Advisors
Kentucky
$22K – – –
FFO
1024
Fortitude Family Office
Arizona
$21.3K -$283 -2 -1%
HWM
1025
Hemington Wealth Management
Virginia
$21K +$1.98K +14 +9%
39 40
41
42 43