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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
626
Laurel Wealth Advisors (California)
California
$296K +$286K +1,748 New
SPIA
627
Steward Partners Investment Advisory
New York
$295K -$2.12K -13 -0.7%
OWP
628
Obermeyer Wealth Partners
Colorado
$294K +$5.23K +32 +2%
1IA
629
1620 Investment Advisors
Massachusetts
$293K +$282K +1,727 New
HNB
630
Huntington National Bank
Ohio
$291K -$58K -355 -17%
ANTB
631
AMG National Trust Bank
Colorado
$288K – – –
MIM
632
Miller Investment Management
Pennsylvania
$284K – – –
DWT
633
Dorsey & Whitney Trust
South Dakota
$284K +$15.7K +96 +6%
FFM
634
Forum Financial Management
Illinois
$282K +$272K +1,663 New
RWA
635
River Wealth Advisors
Pennsylvania
$277K +$15.7K +96 +6%
LFG
636
Lockerman Financial Group
California
$277K +$266K +1,630 New
EH
637
Equitable Holdings
New York
$276K +$327 +2 +0.1%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$275K +$4.08K +25 +2%
CBN
639
Cadence Bank NA
Texas
$274K -$3.76K -23 -1%
IC
640
IEQ Capital
California
$274K +$30.1K +184 +13%
BIM
641
Bridges Investment Management
Nebraska
$271K – – –
LS
642
Livforsakringsbolaget Skandia
Sweden
$271K – – –
LIA
643
LS Investment Advisors
Michigan
$271K – – –
SB
644
Simmons Bank
Arkansas
$270K – – –
PWLP
645
Prio Wealth Limited Partnership
Massachusetts
$267K – – –
GG
646
Gofen & Glossberg
Illinois
$265K – – –
CI
647
Conning Inc
Connecticut
$261K -$1.47K -9 -0.6%
OC
648
Oakworth Capital
Alabama
$258K – – –
PO
649
Private Ocean
California
$256K +$490 +3 +0.2%
HWA
650
Heritage Wealth Advisors
Virginia
$254K – – –
24 25
26
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