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Apollo Commercial Real Estate

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
176
Baldwin Wealth Partners
Massachusetts
$15K – – –
BFEC
177
Benjamin F. Edwards & Company
Missouri
$15K – – –
CT
178
Clearstead Trust
Maine
$14K – – –
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$14K +$13.7K +895 +1,398%
APA
180
American Portfolios Advisors
New York
$13.5K +$199 +13 +1%
ST
181
Sageworth Trust
Pennsylvania
$10K – – –
BIA
182
Bell Investment Advisors
California
$10K +$10.4K +683 New
GAM
183
Gemmer Asset Management
California
$9K – – –
PCG
184
Private Capital Group
Connecticut
$9K – – –
QCG
185
Quadrant Capital Group
Ohio
$8K -$199 -13 -2%
TWA
186
TCI Wealth Advisors
Arizona
$8K +$550 +36 +7%
GWM
187
Geneos Wealth Management
Colorado
$7K – – –
OIA
188
Optimum Investment Advisors
Illinois
$7K – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$7K +$92 +6 +1%
LC
190
Lindbrook Capital
California
$6K – – –
Fidelity Investments
191
Fidelity Investments
Massachusetts
$5K -$4.33K -283 -44%
TFO
192
Tarbox Family Office
California
$5K – – –
DAM
193
Delta Asset Management
Tennessee
$4K – – –
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
WBC
195
West Branch Capital
Massachusetts
$4K – – –
RCA
196
Ranch Capital Advisors
Florida
$3K – – –
SIS
197
Sound Income Strategies
Florida
$3K – – –
CFA
198
Carroll Financial Associates
North Carolina
$2K -$79.6K -5,207 -97%
IA
199
IFP Advisors
Florida
$2K -$47.9K -3,131 -95%
EI
200
Ellevest Inc
New York
$2K -$9.49K -621 -80%