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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
576
Trust Company of Vermont
Vermont
$236K +$2.5K +22 +1%
ANTB
577
AMG National Trust Bank
Colorado
$235K – – –
NCM
578
Northside Capital Management
Oregon
$234K +$215K +1,891 New
CBN
579
Cadence Bank NA
Texas
$233K +$215K +1,885 New
SP
580
Successful Portfolios
Florida
$231K -$7.06K -62 -3%
GBBWRPM
581
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$230K +$212K +1,860 New
CII
582
Capital International Inc
California
$228K +$210K +1,844 New
MWM
583
Modera Wealth Management
New Jersey
$226K +$207K +1,822 New
NB
584
Northwest Bancshares
Pennsylvania
$226K +$208K +1,826 New
TCM
585
Tributary Capital Management
Nebraska
$224K +$206K +1,809 New
WCA
586
Westover Capital Advisors
Delaware
$223K +$205K +1,800 New
SPIA
587
Steward Partners Investment Advisory
New York
$220K -$36.4K -320 -15%
ZCA
588
Zeke Capital Advisors
Pennsylvania
$219K -$21.1K -185 -9%
PCM
589
Prelude Capital Management
New York
$218K +$200K +1,759 New
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$212K +$12.2K +107 +7%
SI
591
Stephens Inc
Arkansas
$211K +$194K +1,707 New
TCA
592
Transcend Capital Advisors
New Jersey
$210K +$193K +1,698 New
MIM
593
Miller Investment Management
Pennsylvania
$207K +$190K +1,672 New
RWA
594
River Wealth Advisors
Pennsylvania
$206K +$190K +1,667 New
TI
595
Tidal Investments
Wisconsin
$203K +$186K +1,637 New
GT
596
Glenview Trust
Kentucky
$201K +$185K +1,628 New
OC
597
Oakworth Capital
Alabama
$196K – – –
AII
598
AGF Investments Inc
Ontario, Canada
$193K -$214K -1,881 -55%
SFO
599
Standard Family Office
South Dakota
$186K +$171K +1,505 New
HWA
600
Heritage Wealth Advisors
Virginia
$185K +$2.5K +22 +1%
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