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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
501
Nations Financial Group
Iowa
$2.17M +$115K +408 +6%
PAM
502
Panagora Asset Management
Massachusetts
$2.17M -$15.2K -54 -0.7%
WM
503
Whitford Management
New York
$2.17M -$873K -3,097 -29%
FC
504
FORA Capital
Florida
$2.16M -$162K -573 -7%
FTDI
505
First Trust Direct Indexing
Massachusetts
$2.15M +$358K +1,271 +20%
CIA
506
Concurrent Investment Advisors
Florida
$2.15M -$34.4K -122 -2%
ASN
507
Advisory Services Network
Georgia
$2.13M – – –
PDL
508
Portfolio Design Labs
California
$2.12M -$1.65M -5,836 -44%
CFO
509
Callan Family Office
Pennsylvania
$2.11M +$68.5K +243 +3%
CFGS
510
Concourse Financial Group Securities
Alabama
$2.11M +$53.6K +190 +3%
BRCM
511
Bright Rock Capital Management
Massachusetts
$2.11M – – –
CCM
512
Cox Capital Management
Massachusetts
$2.11M -$1.55M -5,504 -42%
USCWA
513
U.S. Capital Wealth Advisors
Texas
$2.11M +$846 +3 +0%
OAC
514
OMERS Administration Corp
Ontario, Canada
$2.1M – – –
BFA
515
Brendel Financial Advisors
New Hampshire
$2.03M -$163K -578 -7%
GA
516
Geller Advisors
New York
$2.02M +$12.4K +44 +0.6%
GC
517
Grimes & Company
Massachusetts
$2.02M -$4.79K -17 -0.2%
EGM
518
Engineers Gate Manager
New York
$2.02M +$2.02M +7,164 New
PWM
519
Provident Wealth Management
Tennessee
$1.99M – – –
AWM
520
AE Wealth Management
Kansas
$1.99M -$571K -2,026 -22%
OC
521
Oppenheimer & Co
New York
$1.99M -$17.5K -62 -0.9%
MYLI
522
Meiji Yasuda Life Insurance
Japan
$1.99M -$446K -1,582 -18%
EWS
523
Eagle Wealth Strategies
New Jersey
$1.98M -$282K -1,000 -12%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$1.95M -$2.54K -9 -0.1%
RA
525
RFG Advisory
Alabama
$1.94M -$40.9K -145 -2%
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