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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
626
Checchi Capital Advisers
California
$709K +$4.74K +20 +0.6%
PFG
627
PAX Financial Group
Texas
$706K -$82.9K -350 -11%
CFG
628
Citizens Financial Group
Rhode Island
$704K +$742K +3,131 New
GLR
629
Great Lakes Retirement
Ohio
$700K +$737K +3,112 New
TI
630
Tidal Investments
Wisconsin
$696K -$261K -1,104 -26%
DA
631
Dover Advisors
Virginia
$694K -$408K -1,722 -36%
CSIC
632
Clifford Swan Investment Counsel
California
$694K -$43.1K -182 -6%
PO
633
Private Ocean
California
$693K +$947 +4 +0.1%
FSC
634
Full Sail Capital
Oklahoma
$690K – – –
NIM
635
NEOS Investment Management
Connecticut
$688K +$195K +825 +37%
ACM
636
Advisors Capital Management
New Jersey
$682K +$71.3K +301 +11%
PNC
637
Park National Corp
Ohio
$681K – – –
AIC
638
Argus Investors Counsel
New York
$671K +$707K +2,983 New
WPC
639
Wedmont Private Capital
Pennsylvania
$671K -$20.8K -88 -3%
TCB
640
Texas Capital Bancshares
Texas
$664K -$35.3K -149 -5%
KA
641
Kozak & Associates
Colorado
$656K – – –
FFA
642
Fairfield Financial Advisors
Massachusetts
$655K +$570K +2,405 +472%
PA
643
Profund Advisors
Maryland
$654K +$105K +442 +18%
AIM
644
Achmea Investment Management
Netherlands
$654K – – –
DADC
645
D.A. Davidson & Co
Montana
$652K +$153K +645 +29%
JFG
646
Jefferies Financial Group
New York
$652K +$448K +1,892 +188%
TAMH
647
Taikang Asset Management (HK)
Hong Kong
$649K +$3.79K +16 +0.6%
BC
648
Burney Company
Virginia
$649K +$23.7K +100 +4%
WB
649
Webster Bank
Connecticut
$641K – – –
OAM
650
Occidental Asset Management
California
$638K -$44.3K -187 -6%
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26
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