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Apollo Global Management

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1201
Sound View Wealth Advisors Group
Georgia
-$219K -1,323 Closed
MC
1202
Machina Capital
France
-$217K -1,311 Closed
SW
1203
SkyOak Wealth
Michigan
-$217K -1,311 Closed
QFA
1204
Quantum Financial Advisors
California
-$216K -1,310 Closed
LWL
1205
Leo Wealth LLC
Texas
-$215K -1,302 Closed
MC
1206
Marest Capital
California
-$209K -1,268 Closed
AT
1207
American Trust
Kentucky
-$207K -1,253 Closed
Fayez Sarofim & Co
1208
Fayez Sarofim & Co
Texas
-$206K -1,250 Closed
SMA
1209
Sage Mountain Advisors
Georgia
-$206K -1,249 Closed
HWA
1210
HCR Wealth Advisors
California
-$204K -1,237 Closed
GPW
1211
Genesis Private Wealth
Virginia
-$204K -1,235 Closed
SL
1212
Sentry LLC
Tennessee
-$203K -1,231 Closed
WC
1213
Wexford Capital
Florida
-$202K -1,221 Closed
CFA
1214
Cahill Financial Advisors
Minnesota
-$201K -1,217 Closed
CAAS
1215
Capital Asset Advisory Services
Michigan
-$205K -1,215 Closed
CWS
1216
Confluence Wealth Services
Pennsylvania
-$202K -1,188 Closed
FFWM
1217
Future Financial Wealth Management
Ohio
-$165K -1,000 Closed
VWM
1218
Venturi Wealth Management
Texas
-$99.1K -600 Closed
OWP
1219
ORG Wealth Partners
Texas
-$96.6K -585 Closed
CFGS
1220
Concourse Financial Group Securities
Alabama
-$89.5K -530 Closed
BT
1221
Banque Transatlantique
France
-$76K -460 Closed
OC
1222
Oarsman Capital
Wisconsin
-$53.3K -323 Closed
KBFS
1223
Kohmann Bosshard Financial Services
Ohio
-$33.7K -204 Closed
FDW
1224
Fourth Dimension Wealth
Ohio
-$24.8K -150 Closed
LWMI
1225
Legacy Wealth Management (Idaho)
Idaho
-$24.5K -150 Closed