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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
551
Heritage Family Offices
Arizona
$2.23M +$548K +1,882 +31%
VWM
552
VCI Wealth Management
Missouri
$2.22M +$349K +1,200 +18%
ECM
553
Everence Capital Management
Indiana
$2.17M +$908K +3,120 +69%
HAG
554
HighPoint Advisor Group
Illinois
$2.17M +$36.1K +124 +2%
BRCM
555
Bright Rock Capital Management
Massachusetts
$2.13M – – –
MNBTD
556
Moody National Bank Trust Division
Texas
$2.12M -$125K -431 -5%
CCM
557
Cox Capital Management
Massachusetts
$2.12M -$7.86K -27 -0.4%
BPAMU
558
BTG Pactual Asset Management US
New York
$2.11M +$2.16M +7,435 New
FFA
559
Fairfield Financial Advisors
Massachusetts
$2.09M +$357K +1,228 +20%
LFS
560
Littlejohn Financial Services
Oregon
$2.09M +$2.14M +7,346 New
GC
561
Grimes & Company
Massachusetts
$2.06M +$23K +79 +1%
BFA
562
Brendel Financial Advisors
New Hampshire
$2.05M +$11.1K +38 +0.5%
PDL
563
Portfolio Design Labs
California
$2.04M -$105K -362 -5%
GA
564
Geller Advisors
New York
$2.03M -$6.11K -21 -0.3%
RA
565
RFG Advisory
Alabama
$2.03M +$78K +268 +4%
PCIA
566
Prime Capital Investment Advisors
Kansas
$2.03M -$1.91M -6,562 -48%
PWM
567
Provident Wealth Management
Tennessee
$2.01M – – –
RBWA
568
RFG - Bristol Wealth Advisors
Massachusetts
$2.01M +$2.06M +7,085 New
OC
569
Oppenheimer & Co
New York
$2M -$8.44K -29 -0.4%
EWS
570
Eagle Wealth Strategies
New Jersey
$1.99M – – –
AWM
571
AE Wealth Management
Kansas
$1.98M -$25K -86 -1%
AC
572
Allstate Corporation
Illinois
$1.98M +$2.03M +6,966 New
N
573
Natixis
France
$1.94M +$558K +1,917 +39%
USCWA
574
U.S. Capital Wealth Advisors
Texas
$1.93M -$194K -667 -9%
HWM
575
HB Wealth Management
Georgia
$1.93M +$1.02M +3,489 +106%
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