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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
Strive Financial Group
Indiana
$14.5K +$13.3K +100 New
WAU
1102
Wellington-Altus USA
Manitoba, Canada
$14.5K +$13.3K +100 New
HHMI
1103
Howard Hughes Medical Institute
Maryland
$14.3K +$133 +1 +1%
AP
1104
Aspect Partners
Virginia
$14.2K +$133 +1 +1%
S
1105
Sachetta
Massachusetts
$14K -$398 -3 -3%
HIIFS
1106
Harel Insurance Investments & Financial Services
Israel
$14K – – –
WA
1107
Westfuller Advisors
New York
$13.8K +$797 +6 +7%
RFS
1108
Richardson Financial Services
Massachusetts
$13.8K +$3.72K +28 +42%
DPW
1109
DiNuzzo Private Wealth
Pennsylvania
$13.5K – – –
NEWAS
1110
N.E.W. Advisory Services
Wisconsin
$13.5K – – –
TBFA
1111
Three Bearings Fiduciary Advisors
New Hampshire
$13.5K +$13.3K +100 New
GBT
1112
Grove Bank & Trust
Florida
$13.3K -$1.06K -8 -8%
MCM
1113
Manchester Capital Management
Vermont
$13.3K +$5.98K +45 +96%
HWP
1114
Highline Wealth Partners
California
$12.6K +$4.12K +31 +55%
WAG
1115
Wilkerson Advisory Group
Missouri
$12.4K +$11.4K +86 New
RWM
1116
Raffa Wealth Management
District of Columbia
$12K +$1.86K +14 +20%
AW
1117
Avion Wealth
Texas
$12K – – –
BWA
1118
Basecamp Wealth Advisors
Washington
$11.7K +$10.8K +81 New
HFS
1119
Horizon Financial Services
North Carolina
$11.4K +$2.79K +21 +36%
B
1120
Bayban
Minnesota
$11K +$10.1K +76 New
WCM
1121
Westend Capital Management
California
$10.3K – – –
NWMP
1122
Noble Wealth Management PBC
Colorado
$10.1K – – –
TCA
1123
Trifecta Capital Advisors
Illinois
$9.27K – – –
CWP
1124
Clark Wealth Partners
Illinois
$9.12K – – –
NWM
1125
Navigoe Wealth Management
California
$9K – – –
43 44
45
46 47