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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
SignatureFD
Georgia
$780K +$13.5K +57 +2%
DT
602
Diversified Trust
Tennessee
$780K +$33.6K +142 +4%
VA
603
Vident Advisory
Georgia
$771K +$367K +1,551 +83%
PP
604
Paloma Partners
Connecticut
$760K +$801K +3,380 New
MSA
605
Marino Stram & Associates
Massachusetts
$758K – – –
ACM
606
Allred Capital Management
Texas
$752K +$947 +4 +0.1%
HI
607
Horizon Investments
North Carolina
$751K +$82.9K +350 +12%
GWSG
608
GPS Wealth Strategies Group
Colorado
$749K +$21.8K +92 +3%
FFO
609
Fiduciary Family Office
Florida
$748K +$787K +3,324 New
PMA
610
Prudent Man Advisors
Illinois
$747K -$19.7K -83 -2%
V
611
VeraBank
Texas
$742K – – –
RIL
612
Rothschild Investment LLC
Illinois
$741K -$9K -38 -1%
LGA
613
Lebenthal Global Advisors
New York
$740K +$780K +3,292 New
EHC
614
Everett Harris & Co
California
$740K +$5.92K +25 +0.8%
GT
615
Greenleaf Trust
Michigan
$738K +$74.6K +315 +11%
AWM
616
Accurate Wealth Management
Florida
$737K -$52.6K -222 -7%
AA
617
AlphaMark Advisors
Kentucky
$734K -$23.4K -99 -3%
PI
618
PFG Investments
New York
$734K +$84.1K +355 +12%
FCI
619
Financial Counselors Inc
Kansas
$732K +$11.8K +50 +2%
D
620
Dentgroup
Louisiana
$724K – – –
AWP
621
Ascent Wealth Partners
New York
$723K +$107K +450 +16%
WDC
622
Woodward Diversified Capital
California
$722K -$26.3K -111 -3%
CAAS
623
Capital Asset Advisory Services
Michigan
$714K -$105K -443 -12%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$712K -$474 -2 -0.1%
CRC
625
Curi RMB Capital
Illinois
$712K +$73.2K +309 +11%
23 24
25
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