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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
551
Dai-ichi Life Insurance Company
Japan
$1.37M -$1.07M -5,044 -46%
PDL
552
Portfolio Design Labs
California
$1.36M +$159K +747 +14%
DA
553
Dover Advisors
Virginia
$1.36M +$15.5K +73 +1%
DWM
554
Dynasty Wealth Management
Florida
$1.35M +$665K +3,131 +114%
FRA
555
Frank Rimerman Advisors
California
$1.35M +$212 +1 +0%
FT
556
Fiduciary Trust
Massachusetts
$1.34M +$316K +1,490 +34%
O
557
Ossiam
France
$1.32M +$1.22M +5,737 New
TVPW
558
Third View Private Wealth
Connecticut
$1.3M -$8.49K -40 -0.7%
CWM
559
Cabot Wealth Management
Massachusetts
$1.29M -$131K -618 -10%
V
560
VeraBank
Texas
$1.29M -$326K -1,533 -21%
SWM
561
Sendero Wealth Management
Texas
$1.28M +$589K +2,772 +98%
EWS
562
Eagle Wealth Strategies
New Jersey
$1.27M +$212 +1 +0%
OC
563
Oppenheimer & Co
New York
$1.26M -$76.7K -361 -6%
GC
564
Gilbert & Cook
Iowa
$1.25M +$97.5K +459 +9%
LNWTC
565
Laird Norton Wetherby Trust Company
Washington
$1.25M -$76.9K -362 -6%
BAM
566
Belpointe Asset Management
Nevada
$1.24M – – –
CPCPP
567
Canada Post Corporation Pension Plan
Canada
$1.22M – – –
JWCA
568
J.W. Cole Advisors
Florida
$1.21M +$1.12M +5,276 New
SAM
569
Seelaus Asset Management
New Jersey
$1.21M -$44.4K -209 -4%
BIG
570
Builder Investment Group
Georgia
$1.2M -$57.3K -270 -5%
VI
571
Vestcor Inc
New Brunswick, Canada
$1.19M – – –
GM
572
GeoWealth Management
Illinois
$1.19M +$673K +3,169 +158%
OIA
573
OneDigital Investment Advisors
Kansas
$1.19M +$360K +1,694 +49%
SOAM
574
SBI Okasan Asset Management
Japan
$1.18M – – –
AWE
575
Avidian Wealth Enterprises
Texas
$1.18M +$126K +595 +13%
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