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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
351
Focused Wealth Management
New York
$17K +$140 +3 +0.8%
WG
352
Welch Group
Alabama
$14.6K +$709K +15,188 +5%
IC
353
Intersect Capital
California
$14K – – –
TDC
354
Thompson Davis & Co
Virginia
$13K +$280 +6 +2%
WA
355
WealthTrust-Arizona
Arizona
$13K +$13.1K +281 New
MFS
356
MSI Financial Services
Massachusetts
$12K +$1.54K +33 +15%
SF
357
Synovus Financial
Georgia
$11K +$11.4K +245 New
CBT
358
Central Bank & Trust
Kentucky
$10K – – –
GAM
359
Gemmer Asset Management
California
$9K – – –
W
360
Wealthfront
California
$9K +$8.45K +181 +9,050%
CCS
361
Crosspoint Capital Strategies
California
$8K +$7.75K +166 New
CPIG
362
Chicago Partners Investment Group
Illinois
$6K -$47 -1 -0.8%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$6K – – –
VNA
364
Valley National Advisers
Pennsylvania
$6K – – –
JIC
365
Joel Isaacson & Co
New York
$5K – – –
CFA
366
Carroll Financial Associates
North Carolina
$4K – – –
SEC
367
Seven Eight Capital
New York
$4K +$4.44K +95 New
ST
368
Smithfield Trust
Pennsylvania
$3K – – –
RWA
369
Ropes Wealth Advisors
Massachusetts
$3K +$3.22K +69 New
ONB
370
Old National Bancorp
Indiana
$3K +$3.41K +73 New
WCM
371
Wealthcare Capital Management
Virginia
$2K +$1.92K +41 New
UB
372
UMB Bank
Missouri
$783 – – –
RWM
373
Raffa Wealth Management
District of Columbia
$655 – – –
WA
374
WBH Advisory
Maryland
$584 – – –
ACS
375
Archford Capital Strategies
Illinois
$421 – – –
13 14
15
16 17