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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
626
Ameritas Investment Partners
Nebraska
$567K -$13K -58 -2%
EFL
627
ERn Financial LLC
Wisconsin
$563K -$6.49K -29 -1%
PA
628
Profund Advisors
Maryland
$562K -$21.9K -98 -4%
MAS
629
Meeder Advisory Services
Ohio
$551K +$22.6K +101 +4%
TAM
630
Trust Asset Management
Texas
$548K – – –
RC
631
Roundview Capital
New Jersey
$544K – – –
FC
632
Forte Capital
New York
$536K +$895 +4 +0.2%
FFM
633
Forum Financial Management
Illinois
$533K – – –
CCB
634
Country Club Bank
Missouri
$525K – – –
CG
635
Clifford Group
Massachusetts
$524K -$124K -556 -19%
MA
636
Montag & Associates
Georgia
$524K – – –
PFC
637
Phocas Financial Corp
California
$524K – – –
I
638
InceptionR
California
$524K +$515K +2,299 New
ISL
639
Ingalls & Snyder LLC
New York
$524K +$515K +2,300 New
BWP
640
Balboa Wealth Partners
Arizona
$524K – – –
SP
641
Symmetry Partners
Connecticut
$517K – – –
SYBT
642
Stock Yards Bank & Trust
Kentucky
$516K – – –
CI
643
Cigna Investments
Connecticut
$516K -$57.1K -255 -10%
DADC
644
D.A. Davidson & Co
Montana
$514K -$224 -1 -0%
NIM
645
NEOS Investment Management
Connecticut
$509K +$500K +2,234 New
SFO
646
Stokes Family Office
Louisiana
$507K +$90.9K +406 +22%
EF
647
Empowered Funds
Pennsylvania
$505K +$107K +480 +28%
QI
648
Qtron Investments
Massachusetts
$505K – – –
TTWM
649
TCV Trust & Wealth Management
Virginia
$502K -$214K -955 -30%
MSWM
650
McGlone Suttner Wealth Management
Wisconsin
$501K +$27.3K +122 +6%
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