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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
626
Evolution Wealth Advisors
Florida
$4K +$4.6K +48 New
GFPC
627
Global Financial Private Client
Florida
$3.31K – – –
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$2.39K -25 -42%
JWA
629
JFS Wealth Advisors
Pennsylvania
$3K – – –
QAM
630
QCI Asset Management
New York
$3K +$3.35K +35 New
LSA
631
Lion Street Advisors
Texas
$3K +$3.73K +39 New
MWM
632
MBE Wealth Management
Wisconsin
$3K +$4.21K +44 New
HIM
633
Hillsdale Investment Management
Ontario, Canada
$2K -$958 -10 -25%
CAC
634
Certified Advisory Corp
Florida
$2K -$192 -2 -8%
SIS
635
Sound Income Strategies
Florida
$2K – – –
WAP
636
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
GWS
637
Glassman Wealth Services
Virginia
$2K +$287 +3 +13%
AW
638
Avion Wealth
Texas
$2K +$2.39K +25 New
RWM
639
Raffa Wealth Management
District of Columbia
$1.55K – – –
AWA
640
Arkadios Wealth Advisors
Georgia
$1.06K – – –
PA
641
Procyon Advisors
Connecticut
$1K -$2.3K -24 -75%
AW
642
Alpha Windward
Massachusetts
$1K – – –
CMBA
643
C.M. Bidwell & Associates
Hawaii
$1K – – –
BFC
644
Bedel Financial Consulting
Indiana
$1K +$862 +9 New
FWM
645
Filbrandt Wealth Management
Wisconsin
$1K +$958 +10 New
KFI
646
Key Financial Inc
Pennsylvania
$1K +$958 +10 New
PW
647
Price Wealth
Texas
$1K +$1.25K +13 New
EW
648
Evoke Wealth
California
$741 -$4.88K -51 -85%
WA
649
WBH Advisory
Maryland
$648 – – –
AA
650
Advisory Alpha
Michigan
$449 +$575 +6 New
24 25
26
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