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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1076
True Wealth Design
Ohio
$1.37K +$1.54K +10 New
PPA
1077
Painted Porch Advisors
California
$1.37K – – –
FNWA
1078
Financial Network Wealth Advisors
Utah
$1.37K +$1.54K +10 New
PWA
1079
Principia Wealth Advisory
Texas
$1.16K -$769 -5 -36%
BMC
1080
Bear Mountain Capital
Washington
$1.11K +$1.23K +8 New
QL
1081
Quarry LP
New York
$1.1K -$155K -1,010 -99%
DFA
1082
DHJJ Financial Advisors
Illinois
$1.1K – – –
PWM
1083
Parkworth Wealth Management
California
$1.1K – – –
WA
1084
WPG Advisers
Maryland
$1.1K – – –
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$959 – – –
BI
1086
Binnacle Investments
Iowa
$959 +$1.08K +7 New
RFS
1087
Richardson Financial Services
Massachusetts
$822 – – –
RAM
1088
Riggs Asset Management
Pennsylvania
$822 – – –
SC
1089
Swan Capital
Florida
$687 – – –
DWM
1090
Dogwood Wealth Management
Kansas
$685 +$769 +5 New
OCM
1091
Osterweis Capital Management
California
$685 +$769 +5 New
BHWM
1092
Bay Harbor Wealth Management
Maryland
$684 +$769 +5 New
PCTC
1093
Perkins Coie Trust Company
Washington
$684 +$769 +5 New
HIA
1094
HFM Investment Advisors
New Jersey
$548 +$615 +4 New
BCM
1095
Blume Capital Management
California
$411 +$461 +3 New
MHR
1096
Matthew Hamilton Rosenberg
$411 +$461 +3 New
NL
1097
NVWM LLC
Pennsylvania
$274 +$154 +1 +100%
CFD
1098
Creative Financial Designs
Indiana
$274 +$308 +2 New
SFCL
1099
Strengthening Families & Communities LLC
Massachusetts
$137 +$154 +1 New
DF
1100
Dunhill Financial
United Kingdom
$84 +$154 +1 New
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