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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
626
Wedmont Private Capital
Pennsylvania
$409K +$84K +449 +27%
EFL
627
ERn Financial LLC
Wisconsin
$408K -$28.2K -151 -7%
HKAM
628
Horizon Kinetics Asset Management
New York
$408K -$8.42K -45 -2%
SAM
629
Shell Asset Management
Netherlands
$404K +$401K +2,144 New
FMLI
630
Fukoku Mutual Life Insurance
Japan
$404K – – –
BFM
631
Boothbay Fund Management
New York
$402K +$398K +2,130 New
DADC
632
D.A. Davidson & Co
Montana
$401K -$4.12K -22 -1%
ST
633
Smithfield Trust
Pennsylvania
$400K +$12.9K +69 +3%
CTA
634
Colonial Trust Advisors
South Carolina
$399K – – –
PFA
635
Pathway Financial Advisors
Vermont
$396K – – –
P
636
Pitcairn
Pennsylvania
$395K +$37.2K +199 +10%
AWCI
637
Alpine Woods Capital Investors
New York
$393K -$4.68K -25 -1%
AP
638
Arlington Partners
Alabama
$393K – – –
BAMF
639
BI Asset Management Fondsmaeglerselskab
Denmark
$392K +$259K +1,384 +199%
VC
640
Vestor Capital
Illinois
$386K +$1.5K +8 +0.4%
PFPT
641
Pinnacle Financial Partners (Tennessee)
Tennessee
$383K +$88.3K +472 +30%
VAS
642
Vestmark Advisory Solutions
Massachusetts
$383K -$13.3K -71 -3%
LOPW
643
Live Oak Private Wealth
North Carolina
$380K -$72K -385 -16%
BFO
644
Biltmore Family Office
North Carolina
$378K – – –
CCP
645
Clarkston Capital Partners
Michigan
$377K – – –
WW
646
Westshore Wealth
California
$377K – – –
SHFA
647
SC&H Financial Advisors
Maryland
$376K -$28.1K -150 -7%
PRS
648
Pinkerton Retirement Specialists
Idaho
$366K -$480K -2,565 -57%
CI
649
CX Institutional
Indiana
$363K +$65.8K +352 +22%
LSPW
650
Lake Street Private Wealth
Illinois
$362K -$8.04K -43 -2%
24 25
26
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