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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
626
Gofen & Glossberg
Illinois
$255K – – –
SCP
627
Sender Company & Partners
New York
$253K +$257K +1,549 New
OAM
628
Oppenheimer Asset Management
New York
$252K -$5.48K -33 -2%
CHC
629
City Holding Co
West Virginia
$250K – – –
MAM
630
Meeder Asset Management
Ohio
$247K +$67.2K +405 +37%
NB
631
Northwest Bancshares
Pennsylvania
$246K +$7.63K +46 +3%
HWA
632
Heritage Wealth Advisors
Virginia
$244K – – –
AWM
633
AE Wealth Management
Kansas
$244K +$40.2K +242 +19%
KWM
634
KerberRose Wealth Management
Wisconsin
$243K +$247K +1,491 New
C
635
Covestor
United Kingdom
$242K +$164K +989 +198%
EI
636
Ellevest Inc
New York
$241K +$192K +1,156 +360%
CT
637
Cambridge Trust
Massachusetts
$239K +$203K +1,222 +507%
CGL
638
Clarius Group LLC
Washington
$237K +$241K +1,455 New
DWM
639
Doyle Wealth Management
Florida
$235K +$1.33K +8 +0.6%
LJAC
640
L.J. Altfest & Co
New York
$234K -$1.83K -11 -0.8%
DC
641
Davenport & Co
Virginia
$233K -$3.15K -19 -1%
RBC
642
Roble Belko & Company
Pennsylvania
$232K -$48.1K -290 -17%
AWM
643
Apollon Wealth Management
South Carolina
$229K -$597K -3,596 -72%
SB
644
Simmons Bank
Arkansas
$229K – – –
CAM
645
Cresset Asset Management
Illinois
$225K -$117K -702 -34%
PP
646
Patron Partners
Texas
$224K – – –
FAM
647
Formidable Asset Management
Ohio
$223K – – –
CI
648
Conning Inc
Connecticut
$221K -$498 -3 -0.2%
EH
649
Equitable Holdings
New York
$220K -$34.9K -210 -13%
SIM
650
Sentry Investment Management
Wisconsin
$219K -$43.3K -261 -16%
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