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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
551
Atom Investors
Texas
$237K +$233K +2,244 New
CIA
552
Compass Ion Advisors
Pennsylvania
$231K +$227K +2,190 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$230K – – –
BC
554
Bartlett & Co
Ohio
$230K – – –
QI
555
QS Investors
New York
$228K -$24.1K -232 -10%
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$228K – – –
BAM
557
Belpointe Asset Management
Nevada
$224K -$3.94K -38 -2%
PFA
558
Pathway Financial Advisors
Vermont
$222K – – –
FC
559
Forte Capital
New York
$222K +$726 +7 +0.3%
SPIA
560
Steward Partners Investment Advisory
New York
$222K +$76.9K +741 +55%
AIM
561
AIA Investment Management
Singapore
$221K +$48K +463 +28%
CCP
562
Corient Capital Partners
California
$220K -$27K -260 -11%
P
563
Pitcairn
Pennsylvania
$220K -$3.94K -38 -2%
AP
564
Arlington Partners
Alabama
$220K – – –
GWSG
565
GPS Wealth Strategies Group
Colorado
$218K +$214K +2,065 New
ST
566
Smithfield Trust
Pennsylvania
$216K +$5.71K +55 +3%
TU
567
TDAM USA
Ontario, Canada
$214K +$210K +2,029 New
PAMP
568
Polar Asset Management Partners
Ontario, Canada
$212K +$208K +2,006 New
SEIA
569
Signature Estate & Investment Advisors
California
$211K -$101K -972 -33%
RIM
570
Rockbridge Investment Management
New York
$211K – – –
EI
571
Ethic Inc
New York
$210K -$11.6K -112 -5%
ZCA
572
Zeke Capital Advisors
Pennsylvania
$206K -$35.2K -339 -15%
SP
573
Successful Portfolios
Florida
$204K +$200K +1,932 New
FAAS
574
First Allied Advisory Services
California
$203K +$199K +1,920 New
ANTB
575
AMG National Trust Bank
Colorado
$201K +$197K +1,900 New
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