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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
676
IFP Advisors
Florida
$83K -$22.6K -160 -21%
PHK
677
Point72 Hong Kong
Hong Kong
$80K +$80.6K +570 New
AA
678
AlphaCentric Advisors
Puerto Rico
$77K +$77.4K +548 New
CFFP
679
Center for Financial Planning
Michigan
$75K – – –
KFI
680
Key Financial Inc
Pennsylvania
$74K +$71.1K +503 +1,677%
AP
681
Atwood & Palmer
Missouri
$70K – – –
BFEC
682
Benjamin F. Edwards & Company
Missouri
$67K -$1.98K -14 -3%
CAL
683
Capital Analysts LLC
Pennsylvania
$67K +$65.6K +464 +3,867%
ACA
684
Atlas Capital Advisors
Wyoming
$65.1K -$18.2K -129 -22%
CFO
685
CVA Family Office
Colorado
$64K – – –
CCA
686
Column Capital Advisors
Indiana
$59K – – –
LC
687
Lindbrook Capital
California
$59K – – –
CCM
688
Covington Capital Management
California
$59K +$59.4K +420 New
HFM
689
Harvest Fund Management
China
$56K – – –
APA
690
American Portfolios Advisors
New York
$54.9K +$4.24K +30 +8%
FWM
691
Focused Wealth Management
New York
$53K – – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$53K +$8.05K +57 +18%
FPS
693
Fieldpoint Private Securities
Connecticut
$53K +$17K +120 +47%
TAM
694
Tucker Asset Management
Colorado
$50K +$3.82K +27 +8%
CAM
695
CenterStar Asset Management
Illinois
$48K – – –
BCA
696
Berman Capital Advisors
Georgia
$44K +$7.49K +53 +20%
GI
697
Gradient Investments
Minnesota
$39K -$12.5M -88,519 -100%
SC
698
Solstein Capital
California
$38K – – –
PSB
699
Piscataqua Savings Bank
New Hampshire
$36K – – –
ACM
700
AUA Capital Management
Pennsylvania
$34K – – –
26 27
28
29 30