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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
626
Marino Stram & Associates
Massachusetts
$918K +$16.6K +67 +2%
MAS
627
Meeder Advisory Services
Ohio
$917K +$264K +1,064 +43%
BMCM
628
Bryn Mawr Capital Management
Pennsylvania
$914K +$416K +1,675 +91%
WDA
629
Wendell David Associates
New Hampshire
$913K +$874K +3,523 New
WI
630
WrapManager Inc
California
$906K -$84.6K -341 -9%
MFG
631
Merit Financial Group
Georgia
$902K +$863K +3,480 New
APP
632
Avantax Planning Partners
Iowa
$898K – – –
QIM
633
Quantitative Investment Management
Virginia
$891K +$853K +3,439 New
HI
634
Horizon Investments
North Carolina
$888K +$10.9K +44 +1%
HTC
635
Haverford Trust Company
Pennsylvania
$883K -$83.4K -336 -9%
AA
636
AlphaMark Advisors
Kentucky
$881K +$12.7K +51 +2%
LCM
637
Landscape Capital Management
New Jersey
$880K – – –
GWSG
638
GPS Wealth Strategies Group
Colorado
$879K -$6.45K -26 -0.8%
NCFG
639
New Century Financial Group
New Jersey
$877K +$421K +1,698 +101%
AAM
640
Advisors Asset Management
Colorado
$876K -$431K -1,738 -34%
IAS
641
Insigneo Advisory Services
Florida
$875K +$103K +414 +15%
MAM
642
Montchanin Asset Management
Delaware
$874K – – –
JFG
643
Jefferies Financial Group
New York
$873K +$835K +3,366 New
TSWM
644
Triangle Securities Wealth Management
North Carolina
$862K +$19.1K +77 +2%
ACM
645
Allred Capital Management
Texas
$861K -$6.2K -25 -0.7%
AWM
646
Accurate Wealth Management
Florida
$858K -$992 -4 -0.1%
V
647
VeraBank
Texas
$856K – – –
SL
648
SFM LLC
New Hampshire
$855K +$122K +490 +17%
PA
649
Profund Advisors
Maryland
$852K -$12.4K -50 -1%
CCG
650
Catalina Capital Group
California
$841K +$110K +445 +16%
24 25
26
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