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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Pinnacle Associates
New York
$995K -$20.1K -76 -2%
AA
627
Advisory Alpha
Michigan
$993K +$137K +517 +16%
TC
628
TFR Capital
Texas
$993K +$83.9K +317 +9%
FA
629
Fiduciary Alliance
South Carolina
$990K -$265 -1 -0%
AO
630
Advisor OS
Illinois
$981K -$91.3K -345 -8%
CWM
631
Connecticut Wealth Management
Connecticut
$973K – – –
EIM
632
Essex Investment Management
Massachusetts
$969K -$37.3K -141 -4%
EIP
633
Ellis Investment Partners
Pennsylvania
$961K -$87.6K -331 -8%
PWM
634
Prosperity Wealth Management
California
$954K +$668K +2,524 +217%
EWM
635
Evercore Wealth Management
New York
$953K – – –
CFG
636
Citizens Financial Group
Rhode Island
$951K -$74.7K -282 -7%
PA
637
Parallel Advisors
California
$935K -$149K -564 -13%
MSA
638
Marino Stram & Associates
Massachusetts
$933K -$37.3K -141 -4%
PI
639
PFG Investments
New York
$919K +$794 +3 +0.1%
N
640
Numerai
California
$914K +$935K +3,531 New
TW
641
ticino wealth
California
$901K +$921K +3,480 New
WETS
642
Wealth Enhancement Trust Services
South Dakota
$899K +$920K +3,474 New
DADC
643
D.A. Davidson & Co
Montana
$888K +$132K +500 +17%
EH
644
Equitable Holdings
New York
$886K -$89K -336 -9%
GAAM
645
Guinness Atkinson Asset Management
California
$886K -$25.7K -97 -3%
WEG
646
World Equity Group
Illinois
$881K -$20.6K -78 -2%
SG
647
StoneX Group
New York
$871K +$718K +2,714 +418%
EFA
648
Englebert Financial Advisers
Pennsylvania
$871K +$891K +3,364 New
ATPW
649
Ashton Thomas Private Wealth
Arizona
$859K -$97.2K -367 -10%
CG
650
Cynosure Group
Utah
$844K +$248K +938 +40%
24 25
26
27 28