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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
651
Camarda Financial Advisors
Florida
$3K +$3K +39 New
CI
652
CX Institutional
Indiana
$3K +$3.16K +41 New
HR
653
Howe & Rusling
New York
$3K +$3.39K +44 New
DWM
654
Destination Wealth Management
California
$2K -$28.4K -369 -93%
CAC
655
Certified Advisory Corp
Florida
$2K – – –
FIB
656
First Interstate Bank
Montana
$2K – – –
SIS
657
Sound Income Strategies
Florida
$2K – – –
WCM
658
WealthBridge Capital Management
Ohio
$2K – – –
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
RTC
660
Riverview Trust Company
Washington
$2K +$1.7K +22 New
DOA
661
D'Orazio & Associates
Virginia
$2K +$2.08K +27 New
RWM
662
Raffa Wealth Management
District of Columbia
$1.48K – – –
AW
663
Alpha Windward
Massachusetts
$1K – – –
CMBA
664
C.M. Bidwell & Associates
Hawaii
$1K – – –
ESB
665
Essex Savings Bank
Connecticut
$1K – – –
VFA
666
Valeo Financial Advisors
Indiana
$1K – – –
GWS
667
Glassman Wealth Services
Virginia
$1K +$231 +3 +38%
ZDA
668
Zweig-DiMenna Associates
New York
– -$5.2M -70,520 Closed
IG
669
ING Group
Netherlands
– -$2.85M -38,708 Closed
MSE
670
MUFG Securities EMEA
United Kingdom
– -$1.75M -23,700 Closed
EAM
671
Eagle Asset Management
Florida
– -$1.68M -22,766 Closed
AIC
672
Aurora Investment Counsel
Georgia
– -$1.14M -15,501 Closed
TC
673
Toews Corporation
New Jersey
– -$1.05M -14,300 Closed
FI
674
Fosun International
China
– -$904K -12,500 Closed
LP
675
LMR Partners
United Kingdom
– -$845K -11,471 Closed
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27
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