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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1051
Planning Strategies
Pennsylvania
$14.9K +$15.8K +126 New
RWS
1052
Retirement Wealth Solutions
Wisconsin
$14.7K – – –
ADL
1053
Asset Dedication LLC
California
$14.6K -$42.5K -338 -73%
CFD
1054
Creative Financial Designs
Indiana
$14.4K +$15.3K +122 New
EWP
1055
Elevation Wealth Partners
California
$14.2K +$13K +103 +606%
SGFG
1056
Silver Grove Financial Group
New York
$14.1K +$15K +119 New
BAM
1057
Byrne Asset Management
New Jersey
$13.6K -$3.14K -25 -18%
HPC
1058
HM Payson & Co
Maine
$13.6K – – –
OW
1059
Olistico Wealth
Oklahoma
$13.6K – – –
IWM
1060
IMG Wealth Management
Florida
$13.5K +$3.52K +28 +33%
SEP
1061
Signature Equity Partners
Ohio
$13.4K +$14.2K +113 New
AIC
1062
Archer Investment Corporation
Indiana
$13.3K – – –
AG
1063
AmeriFlex Group
Nevada
$13.1K -$7.8K -62 -36%
APFP
1064
Action Point Financial Planning
Michigan
$12.7K +$14.3K +114 New
SSG
1065
Summit Securities Group
New York
$12.7K +$3.9K +31 +41%
DSC
1066
Duncker Streett & Co
Missouri
$12.4K – – –
TCM
1067
TD Capital Management
Tennessee
$12.3K – – –
CFM
1068
Cornerstone Financial Management
Massachusetts
$12.2K +$8.05K +64 +164%
GF
1069
GGM Financials
Ohio
$12.1K – – –
HIIFS
1070
Harel Insurance Investments & Financial Services
Israel
$12K – – –
AW
1071
Avion Wealth
Texas
$12K +$1.26K +10 +11%
MLA
1072
MB, Levis & Associates
Pennsylvania
$11.8K – – –
SFG
1073
Strive Financial Group
Indiana
$11.8K – – –
TBFA
1074
Three Bearings Fiduciary Advisors
New Hampshire
$11.8K – – –
IA
1075
IFG Advisory
Georgia
$11.8K +$12.6K +100 New
41 42
43
44 45