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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
626
Lavaca Capital
Texas
$568K -$44.8K -200 -7%
AIP
627
Ameritas Investment Partners
Nebraska
$567K -$13K -58 -2%
EFL
628
ERn Financial LLC
Wisconsin
$563K -$6.49K -29 -1%
PA
629
Profund Advisors
Maryland
$562K -$21.9K -98 -4%
MAS
630
Meeder Advisory Services
Ohio
$551K +$22.6K +101 +4%
TAM
631
Trust Asset Management
Texas
$548K – – –
RC
632
Roundview Capital
New Jersey
$544K – – –
FC
633
Forte Capital
New York
$536K +$895 +4 +0.2%
FFM
634
Forum Financial Management
Illinois
$533K – – –
CCB
635
Country Club Bank
Missouri
$525K – – –
CG
636
Clifford Group
Massachusetts
$524K -$124K -556 -19%
MA
637
Montag & Associates
Georgia
$524K – – –
PFC
638
Phocas Financial Corp
California
$524K – – –
I
639
InceptionR
California
$524K +$515K +2,299 New
ISL
640
Ingalls & Snyder LLC
New York
$524K +$515K +2,300 New
BWP
641
Balboa Wealth Partners
Arizona
$524K – – –
SP
642
Symmetry Partners
Connecticut
$517K – – –
SYBT
643
Stock Yards Bank & Trust
Kentucky
$516K – – –
CI
644
Cigna Investments
Connecticut
$516K -$57.1K -255 -10%
DADC
645
D.A. Davidson & Co
Montana
$514K -$224 -1 -0%
NIM
646
NEOS Investment Management
Connecticut
$509K +$500K +2,234 New
SFO
647
Stokes Family Office
Louisiana
$507K +$90.9K +406 +22%
EF
648
Empowered Funds
Pennsylvania
$505K +$107K +480 +28%
QI
649
Qtron Investments
Massachusetts
$505K – – –
TTWM
650
TCV Trust & Wealth Management
Virginia
$502K -$214K -955 -30%
24 25
26
27 28