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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Solstein Capital
California
$33K +$32.3K +268 New
FPS
652
Fieldpoint Private Securities
Connecticut
$32K +$3.98K +33 +15%
CIA
653
CSat Investment Advisory
Michigan
$32K +$5.55K +46 +22%
PSB
654
Piscataqua Savings Bank
New Hampshire
$32K +$30.8K +255 New
ACM
655
AUA Capital Management
Pennsylvania
$30K – – –
CAM
656
CenterStar Asset Management
Illinois
$27K – – –
EI
657
Ellevest Inc
New York
$26K -$3.14K -26 -11%
SFA
658
Semmax Financial Advisors
North Carolina
$26K +$25K +207 New
TC
659
Trust Company
Kansas
$25K – – –
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25K – – –
BWA
661
BDO Wealth Advisors
Florida
$23K +$22K +182 New
PWMG
662
Prestige Wealth Management Group
New Jersey
$22K -$724 -6 -3%
TIM
663
Tortoise Investment Management
New York
$22K – – –
HWMA
664
Heritage Wealth Management (Arizona)
Arizona
$21K +$20.4K +169 New
LWM
665
Liberty Wealth Management
California
$20K – – –
SCA
666
Stuart Chaussee & Associates
California
$20K +$19.6K +162 New
VCM
667
Versant Capital Management
Arizona
$19K – – –
NIM
668
NuWave Investment Management
New Jersey
$18K -$276K -2,291 -94%
SWP
669
ShoreHaven Wealth Partners
New Jersey
$18K +$17.7K +147 New
GEA
670
Glen Eagle Advisors
New Jersey
$16.2K – – –
GAM
671
Gemmer Asset Management
California
$16K – – –
PG
672
Proffitt & Goodson
Tennessee
$15K – – –
PFBT
673
Parkside Financial Bank & Trust
Missouri
$15K +$1.93K +16 +15%
CWP
674
Concord Wealth Partners
Virginia
$15K +$14.7K +122 New
LS
675
Leelyn Smith
Illinois
$14K – – –
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