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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
551
Dynasty Wealth Management
Florida
$1.35M +$665K +3,131 +114%
FRA
552
Frank Rimerman Advisors
California
$1.35M +$212 +1 +0%
FT
553
Fiduciary Trust
Massachusetts
$1.34M +$316K +1,490 +34%
O
554
Ossiam
France
$1.32M +$1.22M +5,737 New
TVPW
555
Third View Private Wealth
Connecticut
$1.3M -$8.49K -40 -0.7%
CWM
556
Cabot Wealth Management
Massachusetts
$1.29M -$131K -618 -10%
V
557
VeraBank
Texas
$1.29M -$326K -1,533 -21%
SWM
558
Sendero Wealth Management
Texas
$1.28M +$589K +2,772 +98%
EWS
559
Eagle Wealth Strategies
New Jersey
$1.27M +$212 +1 +0%
OC
560
Oppenheimer & Co
New York
$1.26M -$76.7K -361 -6%
GC
561
Gilbert & Cook
Iowa
$1.25M +$97.5K +459 +9%
LNWTC
562
Laird Norton Wetherby Trust Company
Washington
$1.25M -$76.9K -362 -6%
BAM
563
Belpointe Asset Management
Nevada
$1.24M – – –
CPCPP
564
Canada Post Corporation Pension Plan
Canada
$1.22M – – –
JWCA
565
J.W. Cole Advisors
Florida
$1.21M +$1.12M +5,276 New
SAM
566
Seelaus Asset Management
New Jersey
$1.21M -$44.4K -209 -4%
BIG
567
Builder Investment Group
Georgia
$1.2M -$57.3K -270 -5%
VI
568
Vestcor Inc
New Brunswick, Canada
$1.19M – – –
GM
569
GeoWealth Management
Illinois
$1.19M +$673K +3,169 +158%
OIA
570
OneDigital Investment Advisors
Kansas
$1.19M +$360K +1,694 +49%
SOAM
571
SBI Okasan Asset Management
Japan
$1.18M – – –
AWE
572
Avidian Wealth Enterprises
Texas
$1.18M +$126K +595 +13%
DAM
573
Directional Asset Management
Illinois
$1.17M -$124K -586 -10%
WA
574
Waverly Advisors
Alabama
$1.17M -$122K -576 -10%
PP
575
Prudential plc
United Kingdom
$1.16M – – –
21 22
23
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