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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
651
Park National Corp
Ohio
$754K -$2.4K -10 -0.3%
AWM
652
Accurate Wealth Management
Florida
$751K -$481 -2 -0.1%
CIA
653
Compass Ion Advisors
Pennsylvania
$748K -$841K -3,498 -54%
JWCA
654
J.W. Coons Advisors
Ohio
$736K -$420K -1,748 -37%
TCB
655
Texas Capital Bancshares
Texas
$736K -$2.4K -10 -0.3%
DADC
656
D.A. Davidson & Co
Montana
$734K +$8.41K +35 +1%
CCA
657
Checchi Capital Advisers
California
$729K -$56.5K -235 -7%
OQS
658
Occudo Quantitative Strategies
Florida
$728K +$700K +2,913 New
ACM
659
Advisors Capital Management
New Jersey
$726K -$31K -129 -4%
SPIA
660
Steward Partners Investment Advisory
New York
$723K +$144K +601 +26%
TAMH
661
Taikang Asset Management (HK)
Hong Kong
$722K – – –
KA
662
Kozak & Associates
Colorado
$721K +$2.64K +11 +0.4%
FC
663
Forte Capital
New York
$721K +$117K +487 +20%
WPC
664
Wedmont Private Capital
Pennsylvania
$719K +$3.13K +13 +0.4%
TCG
665
Transcendent Capital Group
Oklahoma
$717K +$656K +2,727 +1,948%
WB
666
Webster Bank
Connecticut
$713K – – –
OAM
667
Occidental Asset Management
California
$711K +$1.2K +5 +0.2%
BC
668
Burney Company
Virginia
$710K -$10.8K -45 -2%
PFG
669
PAX Financial Group
Texas
$704K -$39.4K -164 -6%
EAM
670
Eschler Asset Management
United Kingdom
$702K +$675K +2,808 New
SL
671
SFM LLC
New Hampshire
$702K +$675K +2,806 New
CCG
672
Catalina Capital Group
California
$700K +$163K +678 +32%
OFS
673
OneAscent Financial Services
Alabama
$697K +$123K +511 +22%
CAG
674
Csenge Advisory Group
Florida
$695K +$243K +1,009 +57%
MCM
675
Marsico Capital Management
Colorado
$687K -$2.88M -11,976 -81%
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