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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
576
Woodward Diversified Capital
California
$651K -$35K -168 -5%
PO
577
Private Ocean
California
$651K +$832 +4 +0.1%
HI
578
Horizon Investments
North Carolina
$649K +$63.9K +307 +12%
GWSG
579
GPS Wealth Strategies Group
Colorado
$645K +$5.83K +28 +1%
CW
580
CreativeOne Wealth
Kansas
$645K -$113K -542 -16%
IWC
581
Integrated Wealth Concepts
Massachusetts
$644K +$611K +2,935 New
GT
582
Greenleaf Trust
Michigan
$642K -$24.8K -119 -4%
AWM
583
Accurate Wealth Management
Florida
$635K +$22.5K +108 +4%
CRC
584
Curi RMB Capital
Illinois
$634K +$3.33K +16 +0.6%
CG
585
Clifford Group
Massachusetts
$627K +$66K +317 +12%
WB
586
Webster Bank
Connecticut
$626K – – –
IA
587
IFP Advisors
Florida
$624K -$339K -1,627 -36%
BPA
588
Beacon Pointe Advisors
California
$624K -$28.5K -137 -5%
HBT
589
Heartland Bank & Trust
Illinois
$623K -$63.3K -304 -10%
O
590
Ossiam
France
$621K -$35.8K -172 -6%
CA
591
Cetera Advisors
Colorado
$620K +$22.7K +109 +4%
PI
592
PineBridge Investments
New York
$617K -$4.66M -22,387 -89%
ST
593
Somerset Trust
Pennsylvania
$615K -$8.53K -41 -1%
GIA
594
Guyasuta Investment Advisors
Pennsylvania
$615K – – –
FMAEN1
595
Fund Management at Engine No 1
California
$612K +$44.9K +216 +8%
AWP
596
Ascent Wealth Partners
New York
$608K – – –
KA
597
Kozak & Associates
Colorado
$607K +$624 +3 +0.1%
HWAM
598
Hennion & Walsh Asset Management
New Jersey
$606K +$107K +516 +23%
MSA
599
Marino Stram & Associates
Massachusetts
$601K -$12.9K -62 -2%
DC
600
Davenport & Co
Virginia
$600K +$71.4K +343 +14%
22 23
24
25 26