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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
426
B. Riley Wealth Advisors
Florida
$499K +$91.4K +1,095 +24%
DT
427
Diversified Trust
Tennessee
$493K +$36.7K +440 +8%
PFS
428
Prospera Financial Services
Texas
$490K +$147K +1,758 +48%
ACM
429
Allred Capital Management
Texas
$478K +$751 +9 +0.2%
OIA
430
OneDigital Investment Advisors
Kansas
$477K +$455K +5,451 New
OAM
431
Occidental Asset Management
California
$464K -$10K -120 -2%
SS
432
Sunbelt Securities
Texas
$457K +$8.68K +104 +2%
V
433
Veritable
Delaware
$454K +$3.5K +42 +0.8%
FA
434
FCG Advisors
New Jersey
$452K -$75.1K -900 -15%
IWS
435
Insight Wealth Strategies
California
$444K +$423K +5,070 New
CCM
436
Cadence Capital Management
Massachusetts
$441K -$180K -2,155 -30%
AIC
437
Archer Investment Corporation
Indiana
$438K – – –
WCM
438
Washington Capital Management
Washington
$438K – – –
LP
439
LMR Partners
United Kingdom
$436K +$415K +4,976 New
DWM
440
Dakota Wealth Management
Florida
$434K -$180K -2,154 -30%
FAAS
441
First Allied Advisory Services
California
$425K -$6.26K -75 -2%
PA
442
Profund Advisors
Maryland
$422K +$120K +1,438 +43%
KA
443
Kintegral Advisory
New York
$416K – – –
FIM
444
Freedom Investment Management
Connecticut
$415K +$395K +4,739 New
RCM
445
Riverhead Capital Management
Delaware
$407K -$16.7K -200 -4%
GIA
446
Granite Investment Advisors
New Hampshire
$405K – – –
BHWM
447
Bar Harbor Wealth Management
New Hampshire
$396K – – –
PFC
448
Phocas Financial Corp
California
$396K – – –
EIP
449
Ellis Investment Partners
Pennsylvania
$387K – – –
CAN
450
Cetera Advisor Networks
California
$387K +$28.2K +338 +8%
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