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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
551
Disciplined Investments
Oklahoma
$1.14M – – –
VAS
552
Vestmark Advisory Solutions
Massachusetts
$1.14M +$113K +490 +10%
SOAM
553
SBI Okasan Asset Management
Japan
$1.13M – – –
PDL
554
Portfolio Design Labs
California
$1.12M +$40.9K +177 +4%
GAAM
555
Guinness Atkinson Asset Management
California
$1.12M +$422K +1,825 +54%
DA
556
Dover Advisors
Virginia
$1.12M -$16.9K -73 -1%
VI
557
Vestcor Inc
New Brunswick, Canada
$1.12M – – –
EWM
558
EPG Wealth Management
Georgia
$1.11M +$9.7K +42 +0.8%
PP
559
Prudential plc
United Kingdom
$1.1M – – –
MNBTD
560
Moody National Bank Trust Division
Texas
$1.1M +$127K +548 +12%
GC
561
Gilbert & Cook
Iowa
$1.08M +$71.8K +311 +7%
MIM
562
Merrion Investment Management
New Jersey
$1.08M – – –
EHC
563
Everett Harris & Co
California
$1.08M -$9.7K -42 -0.8%
VFG
564
V2 Financial group
Illinois
$1.06M – – –
OQS
565
Occudo Quantitative Strategies
Florida
$1.05M +$1.17M +5,065 New
CHAM
566
Clear Harbor Asset Management
Connecticut
$1.04M +$1.11M +4,818 New
VNIM
567
Vaughan Nelson Investment Management
Texas
$1.04M – – –
AF
568
Allworth Financial
California
$1.04M -$46.2K -200 -4%
MMEA
569
Main Management ETF Advisors
California
$1.03M +$1.1M +4,748 New
MMG
570
Monetary Management Group
Missouri
$1.02M +$536K +2,320 +97%
S
571
SignatureFD
Georgia
$1.02M +$127K +548 +13%
BTD
572
BankPlus Trust Department
Mississippi
$1.02M -$7.62K -33 -0.7%
HI
573
Horizon Investments
North Carolina
$1.02M +$50.1K +217 +5%
SW
574
SVB Wealth
Massachusetts
$1.01M -$148K -639 -12%
4WM
575
44 Wealth Management
Oregon
$1.01M +$1.07M +4,641 New
21 22
23
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