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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
526
MQS Management
New York
$803K +$459K +2,206 +152%
PAG
527
Private Advisory Group
Washington
$801K – – –
GAAM
528
Guinness Atkinson Asset Management
California
$800K +$112K +536 +17%
CFG
529
Citizens Financial Group
Rhode Island
$800K -$63.7K -306 -8%
SAS
530
Stelac Advisory Services
New York
$797K -$41.6K -200 -5%
LNC
531
Lincoln National Corp
Pennsylvania
$793K +$42.7K +205 +6%
FTDI
532
First Trust Direct Indexing
Massachusetts
$788K +$56.2K +270 +8%
PMA
533
Prudent Man Advisors
Illinois
$786K -$13.1K -63 -2%
PPC
534
Park Place Capital
Alabama
$785K +$15K +72 +2%
PFG
535
PAX Financial Group
Texas
$784K -$130K -623 -15%
MSS
536
Mitchell Sinkler & Starr
Pennsylvania
$779K -$10.4K -50 -1%
PIM
537
Penobscot Investment Management
Massachusetts
$773K +$81.2K +390 +12%
PTC
538
Private Trust Company
Ohio
$771K +$208 +1 +0%
TF
539
TIAA FSB
Florida
$770K +$59.7K +287 +9%
AG
540
AIA Group
Hong Kong
$768K -$347K -1,668 -32%
PCG
541
Prosperity Consulting Group
Maryland
$760K -$45.6K -219 -6%
ACM
542
Allred Capital Management
Texas
$760K +$208 +1 +0%
EWM
543
EPG Wealth Management
Georgia
$752K +$57.9K +278 +9%
AWM
544
Axxcess Wealth Management
California
$743K -$31.4K -151 -4%
MAM
545
Montchanin Asset Management
Delaware
$740K – – –
WS
546
Wedbush Securities
California
$736K +$170K +815 +32%
RIL
547
Rothschild Investment LLC
Illinois
$734K +$80.7K +388 +13%
FAIM
548
Financial Advocates Investment Management
Washington
$729K +$12.7K +61 +2%
FIM
549
Freedom Investment Management
Connecticut
$727K -$77K -370 -10%
V
550
VeraBank
Texas
$725K – – –
20 21
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