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Apollo Global Management
APO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1251
Root Financial Partners
California
– -$55.4K -497 Closed
WSFG
1252
Wall Street Financial Group
Illinois
– -$48.5K -435 Closed
MA
1253
Montag & Associates
Georgia
– -$45.6K -409 Closed
EB
1254
Eastern Bank
Massachusetts
– -$41K -368 Closed
BOJHT
1255
Bank of Jackson Hole Trust
Wyoming
– -$32K -287 Closed
MWC
1256
MBM Wealth Consultants
Missouri
– -$29.1K -261 Closed
TGY2IT
1257
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$18.5K -166 Closed
BW
1258
Basepoint Wealth
Iowa
– -$13.7K -123 Closed
RFS
1259
Richardson Financial Services
Massachusetts
– -$11.5K -103 Closed
RCM
1260
Richardson Capital Management
Wisconsin
– -$9.8K -88 Closed
WCM
1261
Westend Capital Management
California
– -$7.58K -68 Closed
S
1262
Sachetta
Massachusetts
– -$6.24K -56 Closed
VWM
1263
Vermillion Wealth Management
Minnesota
– -$3.68K -33 Closed
IWS
1264
Intentional Wealth Strategies
Colorado
– -$3.23K -29 Closed
AFC
1265
Ares Financial Consulting
California
– -$2.76K -25 Closed
FPF
1266
First Pacific Financial
Washington
– -$1.45K -13 Closed
LWM
1267
Lodestone Wealth Management
Washington
– -$1.34K -12 Closed
LWMI
1268
Legacy Wealth Management (Idaho)
Idaho
– -$558 -5 Closed
MMCM
1269
Murphy & Mullick Capital Management
New York
– -$446 -4 Closed
CW
1270
Curio Wealth
Maryland
– -$334 -3 Closed
TWM
1271
TopTier Wealth Management
Wisconsin
– -$223 -2 Closed
NWM
1272
Navigoe Wealth Management
California
– +$754 +6 New
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