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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
576
Permanens Capital
New York
$1.16M +$457K +2,151 +74%
EWM
577
EPG Wealth Management
Georgia
$1.15M -$22.5K -106 -2%
GCC
578
Game Creek Capital
Massachusetts
$1.15M -$106K -500 -9%
MIM
579
Merrion Investment Management
New Jersey
$1.15M – – –
S
580
Storgate
Texas
$1.14M +$758K +3,568 +257%
MMG
581
Monetary Management Group
Missouri
$1.14M +$47.8K +225 +5%
AC
582
Allstate Corporation
Illinois
$1.13M -$3.26M -15,350 -76%
CHAM
583
Clear Harbor Asset Management
Connecticut
$1.12M +$14.4K +68 +1%
TE
584
Tema ETFs
New York
$1.12M +$216K +1,016 +26%
AWM
585
Avior Wealth Management
Nebraska
$1.12M +$197K +930 +24%
I
586
INVST
Indiana
$1.12M +$1.03M +4,866 New
GAAM
587
Guinness Atkinson Asset Management
California
$1.12M -$70.5K -332 -6%
MNBTD
588
Moody National Bank Trust Division
Texas
$1.11M -$49.3K -232 -5%
VNIM
589
Vaughan Nelson Investment Management
Texas
$1.1M – – –
HI
590
Horizon Investments
North Carolina
$1.09M +$13.4K +63 +1%
LOAMU
591
Lombard Odier Asset Management (USA)
New York
$1.09M +$1.01M +4,737 New
EAN
592
Excelsior Advisor Network
Colorado
$1.08M +$1M +4,723 New
BTD
593
BankPlus Trust Department
Mississippi
$1.08M +$5.31K +25 +0.5%
WETS
594
Wealth Enhancement Trust Services
South Dakota
$1.07M +$145K +683 +17%
PCG
595
Prosperity Consulting Group
Maryland
$1.07M +$17K +80 +2%
PCIA
596
Prime Capital Investment Advisors
Kansas
$1.06M -$612K -2,882 -38%
TW
597
ticino wealth
California
$1.06M +$251K +1,183 +34%
QCG
598
Quadrant Capital Group
Ohio
$1.06M +$124K +584 +15%
SW
599
SVB Wealth
Massachusetts
$1.05M -$16.6K -78 -2%
EHC
600
Everett Harris & Co
California
$1.04M -$98.7K -465 -9%
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