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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
626
Financial Advocates Investment Management
Washington
$1.03M +$16.6K +59 +2%
WANY
627
Wealthspire Advisors (New York)
New York
$1.02M +$1.02M +3,627 New
FC
628
Forte Capital
New York
$1.02M +$24.5K +87 +2%
SAM
629
Sawgrass Asset Management
Florida
$1.02M -$40.6K -144 -4%
LGA
630
Lebenthal Global Advisors
New York
$1.02M -$1.97K -7 -0.2%
GAAM
631
Guinness Atkinson Asset Management
California
$1.02M -$36.7K -130 -3%
NCFG
632
New Century Financial Group
New Jersey
$1.01M +$54.7K +194 +6%
IAA
633
Independent Advisor Alliance
North Carolina
$1.01M +$307K +1,089 +44%
PI
634
PFG Investments
New York
$1M +$846 +3 +0.1%
UH
635
Unigestion Holding
Switzerland
$995K +$998K +3,538 New
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$992K – – –
CRC
637
Curi RMB Capital
Illinois
$985K +$120K +427 +14%
NC
638
nVerses Capital
Florida
$985K +$987K +3,500 New
MAS
639
Meeder Advisory Services
Ohio
$976K -$18.6K -66 -2%
DEA
640
DoubleLine ETF Adviser
Florida
$976K -$62K -220 -6%
PA
641
Profund Advisors
Maryland
$975K +$50.5K +179 +5%
APP
642
Avantax Planning Partners
Iowa
$973K -$1.13K -4 -0.1%
TNBTD
643
Trustmark National Bank Trust Department
Mississippi
$968K +$141K +500 +17%
GWSG
644
GPS Wealth Strategies Group
Colorado
$960K +$6.77K +24 +0.7%
GI
645
GAMMA Investing
California
$958K +$245K +870 +34%
HTC
646
Haverford Trust Company
Pennsylvania
$957K -$1.41K -5 -0.1%
HI
647
Horizon Investments
North Carolina
$951K -$11.8K -42 -1%
WPC
648
Wedmont Private Capital
Pennsylvania
$951K +$67.7K +240 +8%
AA
649
AlphaMark Advisors
Kentucky
$947K -$9.03K -32 -0.9%
LFM
650
LGT Fund Management
Liechtenstein
$947K +$257K +912 +38%
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