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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
HHMI
1102
Howard Hughes Medical Institute
Maryland
$14.3K +$133 +1 +1%
AP
1103
Aspect Partners
Virginia
$14.2K +$133 +1 +1%
S
1104
Sachetta
Massachusetts
$14K -$398 -3 -3%
HIIFS
1105
Harel Insurance Investments & Financial Services
Israel
$14K – – –
WA
1106
Westfuller Advisors
New York
$13.8K +$797 +6 +7%
RFS
1107
Richardson Financial Services
Massachusetts
$13.8K +$3.72K +28 +42%
DPW
1108
DiNuzzo Private Wealth
Pennsylvania
$13.5K – – –
NEWAS
1109
N.E.W. Advisory Services
Wisconsin
$13.5K – – –
TBFA
1110
Three Bearings Fiduciary Advisors
New Hampshire
$13.5K +$13.3K +100 New
GBT
1111
Grove Bank & Trust
Florida
$13.3K -$1.06K -8 -8%
MCM
1112
Manchester Capital Management
Vermont
$13.3K +$5.98K +45 +96%
HWP
1113
Highline Wealth Partners
California
$12.6K +$4.12K +31 +55%
WAG
1114
Wilkerson Advisory Group
Missouri
$12.4K +$11.4K +86 New
RWM
1115
Raffa Wealth Management
District of Columbia
$12K +$1.86K +14 +20%
AW
1116
Avion Wealth
Texas
$12K – – –
BWA
1117
Basecamp Wealth Advisors
Washington
$11.7K +$10.8K +81 New
HFS
1118
Horizon Financial Services
North Carolina
$11.4K +$2.79K +21 +36%
B
1119
Bayban
Minnesota
$11K +$10.1K +76 New
WCM
1120
Westend Capital Management
California
$10.3K – – –
NWMP
1121
Noble Wealth Management PBC
Colorado
$10.1K – – –
TCA
1122
Trifecta Capital Advisors
Illinois
$9.27K – – –
CWP
1123
Clark Wealth Partners
Illinois
$9.12K – – –
NWM
1124
Navigoe Wealth Management
California
$9K – – –
MWA
1125
Medallion Wealth Advisors
Connecticut
$8.97K – – –
43 44
45
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