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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
576
Northside Capital Management
Oregon
$330K – – –
MC
577
Machina Capital
France
$329K -$131K -819 -30%
OC
578
Oakworth Capital
Alabama
$327K +$55.8K +350 +23%
CRC
579
Curi RMB Capital
Illinois
$324K +$296K +1,858 New
SP
580
Successful Portfolios
Florida
$323K -$1.44K -9 -0.5%
KWM
581
Kolinsky Wealth Management
New Jersey
$320K -$1.91K -12 -0.6%
PA
582
Parallel Advisors
California
$319K -$17.1K -107 -6%
MFG
583
Menard Financial Group
Texas
$319K – – –
WBC
584
West Branch Capital
Massachusetts
$317K -$14.2K -89 -5%
BC
585
Bartlett & Co
Ohio
$315K – – –
BCWM
586
Bartlett & Co Wealth Management
Ohio
$315K – – –
4WM
587
44 Wealth Management
Oregon
$311K -$118K -741 -29%
HCM
588
HM Capital Management
Missouri
$311K -$71.7K -450 -20%
TW
589
Transform Wealth
Colorado
$310K -$81.8K -513 -22%
PO
590
Private Ocean
California
$308K +$41.1K +258 +17%
FMAEN1
591
Fund Management at Engine No 1
California
$308K +$281K +1,764 New
OWP
592
Obermeyer Wealth Partners
Colorado
$302K – – –
LWAC
593
Laurel Wealth Advisors (California)
California
$301K -$3.83K -24 -1%
RBC
594
Roble Belko & Company
Pennsylvania
$299K -$8.61K -54 -3%
SWP
595
Strategic Wealth Partners
Ohio
$299K +$76.5K +480 +39%
ANTB
596
AMG National Trust Bank
Colorado
$297K – – –
HF
597
HRT Financial
New York
$295K +$270K +1,694 New
1IA
598
1620 Investment Advisors
Massachusetts
$293K – – –
MIM
599
Miller Investment Management
Pennsylvania
$292K – – –
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$292K +$7.97K +50 +3%
22 23
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