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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1001
JFS Wealth Advisors
Pennsylvania
$24.2K -$2.6K -21 -9%
MHR
1002
Matthew Hamilton Rosenberg
$23.4K – – –
BL
1003
BFSG LLC
California
$23.3K +$1.12K +9 +5%
SIC
1004
Salem Investment Counselors
North Carolina
$22.8K +$25.4K +205 New
GKIM
1005
GW&K Investment Management
Massachusetts
$21K -$4.34K -35 -15%
WAG
1006
Wilkerson Advisory Group
Missouri
$20.8K +$12.5K +101 +117%
RBC
1007
Roble Belko & Company
Pennsylvania
$20K – – –
PWAM
1008
Private Wealth Asset Management
Iowa
$19.5K -$248 -2 -1%
AG
1009
AmeriFlex Group
Nevada
$19.2K -$62.1K -501 -74%
AWM
1010
Activest Wealth Management
Florida
$18.7K -$91.6K -739 -81%
JWM
1011
JPL Wealth Management
Colorado
$18.5K +$20.6K +166 New
TGY2IT
1012
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$18.5K +$20.6K +166 New
EWM
1013
Evolution Wealth Management
Florida
$18.5K -$18.5K -149 -47%
SWM
1014
SHP Wealth Management
Massachusetts
$17.5K +$5.95K +48 +44%
ME
1015
McIlrath & Eck
Washington
$17.2K – – –
C
1016
Covestor
United Kingdom
$17K -$31.2K -252 -62%
OA
1017
Operose Advisors
Wisconsin
$16.8K +$18.7K +151 New
AWM
1018
Ameliora Wealth Management
Switzerland
$16.7K -$2.58M -20,828 -99%
OPTFSNA
1019
Old Point Trust & Financial Services N A
Virginia
$16.2K – – –
NWM
1020
Nova Wealth Management
Florida
$15.8K +$16.5K +133 +1,478%
BAM
1021
Byrne Asset Management
New Jersey
$15.6K -$39.7K -320 -70%
KAS
1022
Kemnay Advisory Services
New York
$15.2K -$3.35K -27 -17%
FFO
1023
Fortitude Family Office
Arizona
$15.2K +$620 +5 +4%
FGAM
1024
Financial Gravity Asset Management
Texas
$15K – – –
KFAS
1025
Keating Financial Advisory Services
Kansas
$14.6K -$12.9K -104 -44%
39 40
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