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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
Liberty Wealth Management
California
$72K +$38.8K +271 +139%
BCA
677
Berman Capital Advisors
Georgia
$71K +$23.5K +164 +52%
CAL
678
Capital Analysts LLC
Pennsylvania
$69K -$1.72K -12 -3%
TAM
679
Tucker Asset Management
Colorado
$67.1K +$6.15K +43 +12%
LC
680
Lindbrook Capital
California
$63K – – –
CCA
681
Column Capital Advisors
Indiana
$62K – – –
APA
682
American Portfolios Advisors
New York
$61.2K +$2.86K +20 +5%
HFM
683
Harvest Fund Management
China
$59K – – –
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$57K – – –
FWM
685
Focused Wealth Management
New York
$56K – – –
NFG
686
Next Financial Group
Texas
$53K +$34.1K +238 +202%
SWM
687
Selective Wealth Management
Virginia
$52K +$50.1K +350 New
CFO
688
CVA Family Office
Colorado
$48K -$715 -5 -1%
FPS
689
Fieldpoint Private Securities
Connecticut
$43K -$12.3K -86 -23%
SC
690
Solstein Capital
California
$43K +$2.86K +20 +7%
PSB
691
Piscataqua Savings Bank
New Hampshire
$38K – – –
JWM
692
Jackson Wealth Management
Florida
$37K +$38.5K +269 +0.8%
ACM
693
AUA Capital Management
Pennsylvania
$36K – – –
EI
694
Ellevest Inc
New York
$32K -$859 -6 -3%
HC
695
Hoese & Co
Minnesota
$30K – – –
TC
696
Trust Company
Kansas
$30K – – –
CCM
697
Carderock Capital Management
Maryland
$30K +$28.6K +200 New
RVM
698
Robinson Value Management
Texas
$30K +$28.6K +200 New
TFIPS
699
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.7K – – –
KIG
700
Kowal Investment Group
Wisconsin
$29K +$27.9K +195 New
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