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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
$298K +$29.4K +177 +11%
WBC
602
West Branch Capital
Massachusetts
$296K – – –
BCWM
603
Bartlett & Co Wealth Management
Ohio
$294K – – –
BC
604
Bartlett & Co
Ohio
$294K – – –
4WM
605
44 Wealth Management
Oregon
$292K +$1.49K +9 +0.5%
SEC
606
Seven Eight Capital
New York
$290K -$31.5K -190 -10%
KFA
607
Krane Funds Advisors
New York
$283K -$117K -706 -29%
OWP
608
Obermeyer Wealth Partners
Colorado
$282K – – –
LWAC
609
Laurel Wealth Advisors (California)
California
$281K – – –
TW
610
Transform Wealth
Colorado
$274K -$15.8K -95 -5%
MIM
611
Miller Investment Management
Pennsylvania
$273K – – –
DWT
612
Dorsey & Whitney Trust
South Dakota
$272K +$830 +5 +0.3%
RWA
613
River Wealth Advisors
Pennsylvania
$270K +$2.49K +15 +0.9%
EFL
614
ERn Financial LLC
Wisconsin
$270K +$275K +1,658 New
RFO
615
RiverGlades Family Offices
Florida
$268K +$273K +1,646 New
LFG
616
Lockerman Financial Group
California
$266K – – –
TCM
617
Teza Capital Management
Illinois
$266K +$271K +1,633 New
MYLI
618
Meiji Yasuda Life Insurance
Japan
$265K +$270K +1,627 New
CBN
619
Cadence Bank NA
Texas
$264K – – –
HNB
620
Huntington National Bank
Ohio
$262K +$32.7K +197 +14%
LIA
621
LS Investment Advisors
Michigan
$261K – – –
DCM
622
Driehaus Capital Management
Illinois
$259K +$263K +1,587 New
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$257K – – –
SWP
624
Strategic Wealth Partners
Ohio
$256K -$23.7K -143 -8%
DS
625
DRW Securities
Illinois
$256K +$261K +1,571 New
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