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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
626
First Horizon Advisors
Tennessee
$311K -$46.2K -260 -12%
KWM
627
Kolinsky Wealth Management
New Jersey
$311K -$7.46K -42 -2%
BC
628
Bartlett & Co
Ohio
$309K – – –
BCWM
629
Bartlett & Co Wealth Management
Ohio
$309K – – –
MAM
630
Meeder Asset Management
Ohio
$307K +$49.9K +281 +19%
WBC
631
West Branch Capital
Massachusetts
$305K -$6.39K -36 -2%
4WM
632
44 Wealth Management
Oregon
$305K -$1.77K -10 -0.6%
CPC
633
Cookson Peirce & Co
Pennsylvania
$305K +$316K +1,783 New
DWT
634
Dorsey & Whitney Trust
South Dakota
$301K +$16.3K +92 +6%
OAM
635
Oppenheimer Asset Management
New York
$298K +$34.6K +195 +13%
OWP
636
Obermeyer Wealth Partners
Colorado
$297K – – –
LWAC
637
Laurel Wealth Advisors (California)
California
$295K -$533 -3 -0.2%
CAM
638
Cozad Asset Management
Illinois
$291K -$115K -650 -28%
ANTB
639
AMG National Trust Bank
Colorado
$291K – – –
PWLP
640
Prio Wealth Limited Partnership
Massachusetts
$290K +$21.3K +120 +8%
AF
641
Advisornet Financial
Minnesota
$288K -$44.6K -251 -13%
HNB
642
Huntington National Bank
Ohio
$288K +$13.7K +77 +5%
WPC
643
Wedmont Private Capital
Pennsylvania
$288K +$299K +1,682 New
MIM
644
Miller Investment Management
Pennsylvania
$286K – – –
RWA
645
River Wealth Advisors
Pennsylvania
$286K +$1.95K +11 +0.7%
CWAG
646
Compton Wealth Advisory Group
Virginia
$284K -$85.6K -482 -23%
LNC
647
Lincoln National Corp
Pennsylvania
$284K +$294K +1,657 New
LFG
648
Lockerman Financial Group
California
$279K – – –
BCA
649
Bay Colony Advisors
Massachusetts
$279K +$289K +1,630 New
WEG
650
World Equity Group
Illinois
$277K +$288K +1,620 New
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