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ARI

Apollo Commercial Real Estate

Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$10K +$11.4K +790 New
PCG
202
Private Capital Group
Connecticut
$8K
TWA
203
TCI Wealth Advisors
Arizona
$7K -$520 -36 -7%
OIA
204
Optimum Investment Advisors
Illinois
$7K
STCOSD
205
Sageworth Trust Company of South Dakota
South Dakota
$7K +$7.13K +494 New
BWM
206
Baystate Wealth Management
Massachusetts
$7K +$7.22K +500 New
GWM
207
Geneos Wealth Management
Colorado
$6K
PFBT
208
Parkside Financial Bank & Trust
Missouri
$5K -$636 -44 -10%
LC
209
Lindbrook Capital
California
$5K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$4K -$1.27K -88 -25%
DAM
211
Delta Asset Management
Tennessee
$4K
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$4K
TFO
213
Tarbox Family Office
California
$4K
SIS
214
Sound Income Strategies
Florida
$3K
WBC
215
West Branch Capital
Massachusetts
$3K
EWA
216
EverSource Wealth Advisors
Alabama
$3K +$3.18K +220 New
TWM
217
Tradition Wealth Management
Minnesota
$3K +$3.6K +249 New
MTWM
218
Masso Torrence Wealth Management
New Jersey
$3K +$3.61K +250 New
OF
219
Outfitter Financial
Maine
$3K +$3.61K +250 New
ST
220
Sageworth Trust
Pennsylvania
$2K -$7.22K -500 -77%
CFA
221
Carroll Financial Associates
North Carolina
$2K
EI
222
Ellevest Inc
New York
$2K
IA
223
IFP Advisors
Florida
$2K
WT
224
Whittier Trust
California
$2K
BBHC
225
Brown Brothers Harriman & Co
New York
$1K