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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
601
Kestra Private Wealth Services
Texas
$339K -$88.6K -542 -21%
FC
602
Forte Capital
New York
$339K -$3.27K -20 -1%
BFO
603
Biltmore Family Office
North Carolina
$339K – – –
CCP
604
Clarkston Capital Partners
Michigan
$339K – – –
P
605
Pitcairn
Pennsylvania
$333K -$1.8K -11 -0.6%
PFA
606
Pathway Financial Advisors
Vermont
$332K +$343K +2,100 New
PA
607
Parallel Advisors
California
$330K +$39.1K +239 +14%
TAM
608
Trust Asset Management
Texas
$328K – – –
JIP
609
JBJ Investment Partners
South Carolina
$325K -$72.2K -442 -19%
WBC
610
West Branch Capital
Massachusetts
$323K – – –
NCM
611
Northside Capital Management
Oregon
$321K – – –
SIM
612
Sentry Investment Management
Wisconsin
$317K – – –
S
613
SignatureFD
Georgia
$316K +$82.2K +503 +37%
SP
614
Successful Portfolios
Florida
$315K – – –
KWM
615
Kolinsky Wealth Management
New Jersey
$313K +$302K +1,847 New
GT
616
Greenleaf Trust
Michigan
$312K +$40.2K +246 +15%
SFA
617
Sequoia Financial Advisors
Ohio
$312K +$301K +1,839 New
PL
618
Pluribus Labs
California
$311K +$299K +1,831 New
MFG
619
Menard Financial Group
Texas
$310K – – –
BCWM
620
Bartlett & Co Wealth Management
Ohio
$306K +$20.4K +125 +7%
BC
621
Bartlett & Co
Ohio
$306K +$20.4K +125 +7%
MGP
622
Metis Global Partners
California
$306K +$295K +1,806 New
BCAM
623
Boston Common Asset Management
Massachusetts
$304K +$293K +1,790 New
RBC
624
Roble Belko & Company
Pennsylvania
$300K +$16.5K +101 +6%
TCM
625
Tributary Capital Management
Nebraska
$297K -$376K -2,303 -57%
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