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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
601
Menard Financial Group
Texas
$298K – – –
KPWS
602
Kestra Private Wealth Services
Texas
$298K +$29.4K +177 +11%
WBC
603
West Branch Capital
Massachusetts
$296K – – –
BCWM
604
Bartlett & Co Wealth Management
Ohio
$294K – – –
BC
605
Bartlett & Co
Ohio
$294K – – –
4WM
606
44 Wealth Management
Oregon
$292K +$1.49K +9 +0.5%
BPC
607
Banque Pictet & Cie
Switzerland
$290K -$64.2K -387 -18%
SEC
608
Seven Eight Capital
New York
$290K -$31.5K -190 -10%
KFA
609
Krane Funds Advisors
New York
$283K -$117K -706 -29%
OWP
610
Obermeyer Wealth Partners
Colorado
$282K – – –
LWAC
611
Laurel Wealth Advisors (California)
California
$281K – – –
TW
612
Transform Wealth
Colorado
$274K -$15.8K -95 -5%
MIM
613
Miller Investment Management
Pennsylvania
$273K – – –
DWT
614
Dorsey & Whitney Trust
South Dakota
$272K +$830 +5 +0.3%
RWA
615
River Wealth Advisors
Pennsylvania
$270K +$2.49K +15 +0.9%
EFL
616
ERn Financial LLC
Wisconsin
$270K +$275K +1,658 New
RFO
617
RiverGlades Family Offices
Florida
$268K +$273K +1,646 New
LFG
618
Lockerman Financial Group
California
$266K – – –
TCM
619
Teza Capital Management
Illinois
$266K +$271K +1,633 New
MYLI
620
Meiji Yasuda Life Insurance
Japan
$265K +$270K +1,627 New
CBN
621
Cadence Bank NA
Texas
$264K – – –
HNB
622
Huntington National Bank
Ohio
$262K +$32.7K +197 +14%
LIA
623
LS Investment Advisors
Michigan
$261K – – –
DCM
624
Driehaus Capital Management
Illinois
$259K +$263K +1,587 New
PWLP
625
Prio Wealth Limited Partnership
Massachusetts
$257K – – –
23 24
25
26 27