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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1126
Medallion Wealth Advisors
Connecticut
$8.97K – – –
FIM
1127
FWL Investment Management
Texas
$8.97K +$8.23K +62 New
BGAI
1128
Bruce G. Allen Investments
Colorado
$8.83K +$1.06K +8 +15%
MCA
1129
McGuire Capital Advisors
Oklahoma
$8.25K +$7.57K +57 New
KFP
1130
Kerr Financial Planning
California
$7.98K – – –
RF
1131
Robbins Farley
New Hampshire
$7.82K -$3.8M -28,601 -100%
JGCM
1132
Joseph Group Capital Management
Ohio
$7.67K +$7.04K +53 New
AWM
1133
Abound Wealth Management
Tennessee
$7.26K – – –
RF
1134
Rossby Financial
Florida
$7.09K +$6.51K +49 New
OAJ
1135
Ogorek Anthony Joseph
New York
$7K +$398 +3 +6%
KG
1136
Kilter Group
New York
$6.95K +$1.86K +14 +41%
SGK
1137
Steigerwald Gordon & Koch
Virginia
$6.37K +$5.84K +44 New
MAM
1138
Marquette Asset Management
Minnesota
$6.22K -$531 -4 -9%
CIAS
1139
CBIZ Investment Advisory Services
Ohio
$6.08K -$3.06K -23 -35%
PCM
1140
Penserra Capital Management
California
$6K -$600K -4,515 -99%
EWP
1141
Elevation Wealth Partners
California
$5.94K +$1.2K +9 +28%
MDA
1142
Minot DeBlois Advisors
Massachusetts
$5.79K – – –
HNW
1143
High Note Wealth
Minnesota
$5.65K +$398 +3 +8%
RTL
1144
Red Tortoise LLC
Georgia
$5.5K – – –
LIA
1145
Luken Investment Analytics
Tennessee
$5.5K +$5.05K +38 New
FDCP
1146
Foster Dykema Cabot & Partners
Massachusetts
$5.21K +$4.78K +36 New
DIP
1147
DT Investment Partners
Pennsylvania
$5.07K – – –
SIS
1148
Sound Income Strategies
Florida
$4.89K -$25.4K -191 -85%
PWA
1149
Principia Wealth Advisory
Texas
$4.78K +$1.06K +8 +32%
SIC
1150
SJS Investment Consulting
Ohio
$4.63K -$23.4K -176 -85%
44 45
46
47 48