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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Montag & Associates
Georgia
$390K – – –
VC
577
Vestor Capital
Illinois
$390K – – –
TW
578
Transform Wealth
Colorado
$388K -$61.3K -375 -14%
AII
579
AGF Investments Inc
Ontario, Canada
$381K +$171K +1,044 +87%
BPC
580
Banque Pictet & Cie
Switzerland
$380K +$366K +2,242 New
HCM
581
HM Capital Management
Missouri
$378K +$364K +2,229 New
BF
582
BOK Financial
Oklahoma
$376K +$42.3K +259 +13%
AWCI
583
Alpine Woods Capital Investors
New York
$375K – – –
VAS
584
Vestmark Advisory Solutions
Massachusetts
$374K +$86.9K +532 +32%
KFA
585
Krane Funds Advisors
New York
$369K -$114K -697 -24%
AWM
586
AE Wealth Management
Kansas
$362K +$32.5K +199 +10%
CWM
587
Cahaba Wealth Management
Georgia
$361K +$15.5K +95 +5%
LC
588
Lincoln Capital
Nebraska
$356K – – –
AP
589
Arlington Partners
Alabama
$356K +$2.62K +16 +0.8%
RE
590
RBC Europe
United Kingdom
$353K -$12.9M -79,080 -97%
LSPW
591
Lake Street Private Wealth
Illinois
$353K +$340K +2,078 New
PFO
592
Pathstone Family Office
New Jersey
$351K -$113K -693 -25%
FTDI
593
First Trust Direct Indexing
Massachusetts
$349K +$654 +4 +0.2%
TMAM
594
Tokio Marine Asset Management
Japan
$349K +$53.1K +325 +19%
IFS
595
Ifrah Financial Services
Arkansas
$347K -$4.08K -25 -1%
AF
596
Advisornet Financial
Minnesota
$347K +$34K +208 +11%
ST
597
Smithfield Trust
Pennsylvania
$346K – – –
MPM
598
MBB Public Markets
Illinois
$346K +$334K +2,042 New
SG
599
Stonnington Group
California
$344K – – –
CAM
600
Cresset Asset Management
Illinois
$341K -$63.4K -388 -16%
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24
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