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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
576
Signature Estate & Investment Advisors
California
$232K -$18.1K -150 -7%
SP
577
Successful Portfolios
Florida
$232K -$1.33K -11 -0.6%
CW
578
CreativeOne Wealth
Kansas
$231K +$224K +1,858 New
CBN
579
Cadence Bank NA
Texas
$230K -$4.46K -37 -2%
MFG
580
Menard Financial Group
Texas
$229K -$57.6K -477 -21%
SIM
581
Sentry Investment Management
Wisconsin
$227K -$1.05M -8,677 -83%
CII
582
Capital International Inc
California
$227K -$3.26K -27 -1%
TCM
583
Tributary Capital Management
Nebraska
$227K +$1.69K +14 +0.8%
NB
584
Northwest Bancshares
Pennsylvania
$219K -$8.09K -67 -4%
T
585
TRUADVICE
Florida
$219K +$188K +1,558 New
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$218K -$54.7K -453 -21%
AWA
587
Arete Wealth Advisors
Illinois
$216K +$209K +1,728 New
TCOV
588
Trust Company of Vermont
Vermont
$215K -$21.6K -179 -9%
OWP
589
Obermeyer Wealth Partners
Colorado
$212K +$205K +1,700 New
TCA
590
Transcend Capital Advisors
New Jersey
$211K -$1.21K -10 -0.6%
MIM
591
Miller Investment Management
Pennsylvania
$209K – – –
RWA
592
River Wealth Advisors
Pennsylvania
$203K -$4.71K -39 -2%
SPIA
593
Steward Partners Investment Advisory
New York
$201K -$20K -166 -9%
RIM
594
Rockbridge Investment Management
New York
$200K +$193K +1,600 New
CI
595
CX Institutional
Indiana
$198K -$2.56M -21,173 -93%
CHC
596
City Holding Co
West Virginia
$191K +$24.1K +200 +15%
OC
597
Oakworth Capital
Alabama
$190K -$6.76K -56 -4%
SFO
598
Standard Family Office
South Dakota
$190K +$2.29K +19 +1%
HWA
599
Heritage Wealth Advisors
Virginia
$187K – – –
AII
600
AGF Investments Inc
Ontario, Canada
$186K -$8.33K -69 -4%
22 23
24
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