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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
651
Schear Investment Advisers
Ohio
$349K +$346K +1,850 New
IFS
652
Ifrah Financial Services
Arkansas
$348K -$2.81K -15 -0.8%
KWM
653
Kolinsky Wealth Management
New Jersey
$346K +$4.12K +22 +1%
CAM
654
Cresset Asset Management
Illinois
$346K +$155K +831 +58%
BCA
655
Bay Colony Advisors
Massachusetts
$345K +$37.8K +202 +12%
MFG
656
Menard Financial Group
Texas
$345K – – –
OTL
657
Oak Thistle LLC
New York
$344K +$342K +1,826 New
SP
658
Successful Portfolios
Florida
$344K -$561 -3 -0.2%
SPIA
659
Steward Partners Investment Advisory
New York
$342K -$3.37K -18 -1%
EB
660
Eastern Bank
Massachusetts
$341K -$15K -80 -4%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$340K – – –
BC
662
Bartlett & Co
Ohio
$340K – – –
CWM
663
Cahaba Wealth Management
Georgia
$340K -$12.3K -66 -4%
EHC
664
Everett Harris & Co
California
$338K +$336K +1,794 New
GBT
665
Grove Bank & Trust
Florida
$337K -$154K -824 -32%
MAS
666
Meeder Advisory Services
Ohio
$336K +$333K +1,783 New
CPC
667
Cookson Peirce & Co
Pennsylvania
$336K – – –
WBC
668
West Branch Capital
Massachusetts
$336K – – –
DWT
669
Dorsey & Whitney Trust
South Dakota
$335K +$3.18K +17 +1%
4WM
670
44 Wealth Management
Oregon
$332K -$3.18K -17 -1%
MSWM
671
McGlone Suttner Wealth Management
Wisconsin
$329K +$326K +1,744 New
OWP
672
Obermeyer Wealth Partners
Colorado
$327K – – –
FHA
673
First Horizon Advisors
Tennessee
$326K -$17.4K -93 -5%
LWAC
674
Laurel Wealth Advisors (California)
California
$324K – – –
DC
675
Davenport & Co
Virginia
$324K +$56.1K +300 +21%
25 26
27
28 29