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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1026
Keating Financial Advisory Services
Kansas
$14.6K -$12.9K -104 -44%
TFM
1027
TFC Financial Management
Massachusetts
$14.3K -$372 -3 -2%
BIA
1028
Bell Investment Advisors
California
$14.2K -$5.21K -42 -25%
PWA
1029
Physician Wealth Advisors
Utah
$13.8K -$17.1K -138 -53%
RWS
1030
Retirement Wealth Solutions
Wisconsin
$13.8K -$1.12K -9 -7%
BW
1031
Basepoint Wealth
Iowa
$13.7K +$124 +1 +0.8%
MCM
1032
MV Capital Management
Maryland
$13.6K -$1.24K -10 -8%
HPC
1033
HM Payson & Co
Maine
$12.8K -$4.59K -37 -24%
OW
1034
Olistico Wealth
Oklahoma
$12.8K – – –
AIC
1035
Archer Investment Corporation
Indiana
$12.5K – – –
SR
1036
Swiss Re
Switzerland
$12.5K – – –
DSC
1037
Duncker Streett & Co
Missouri
$11.7K – – –
TCM
1038
TD Capital Management
Tennessee
$11.6K – – –
RFS
1039
Richardson Financial Services
Massachusetts
$11.5K +$992 +8 +8%
GF
1040
GGM Financials
Ohio
$11.4K +$124 +1 +1%
MLA
1041
MB, Levis & Associates
Pennsylvania
$11.1K – – –
TBFA
1042
Three Bearings Fiduciary Advisors
New Hampshire
$11.1K – – –
HIIFS
1043
Harel Insurance Investments & Financial Services
Israel
$11K – – –
SFG
1044
Strive Financial Group
Indiana
$11K – – –
DWM
1045
Dogwood Wealth Management
Kansas
$10.9K +$9.05K +73 +292%
AWM
1046
Abound Wealth Management
Tennessee
$10.9K +$5.95K +48 +96%
JGCM
1047
Joseph Group Capital Management
Ohio
$10.6K +$5.21K +42 +79%
EFMH
1048
E Fund Management (HK)
Hong Kong
$10.6K +$11.4K +92 +3,067%
GBT
1049
Grove Bank & Trust
Florida
$10.5K +$248 +2 +2%
AW
1050
Avion Wealth
Texas
$10K +$620 +5 +6%
40 41
42
43 44