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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
676
Cresset Asset Management
Illinois
$244K +$8.52K +48 +3%
DC
677
Davenport & Co
Virginia
$243K -$1.6K -9 -0.6%
CGL
678
Clarius Group LLC
Washington
$242K -$6.92K -39 -3%
FAM
679
Formidable Asset Management
Ohio
$240K – – –
SRC
680
Shufro Rose & Co
New York
$240K +$249K +1,400 New
EH
681
Equitable Holdings
New York
$233K +$2.48K +14 +1%
GWANC
682
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$242K +1,363 New
SCM
683
Shelton Capital Management
Colorado
$232K +$17.8K +100 +8%
SIM
684
Sentry Investment Management
Wisconsin
$230K – – –
IP
685
Ignite Planners
California
$230K +$230K +1,294 New
RBC
686
Roble Belko & Company
Pennsylvania
$226K -$18.3K -103 -7%
MGIM
687
M&G Investment Management
United Kingdom
$225K -$20.4K -115 -8%
ICG
688
InterOcean Capital Group
Tennessee
$225K +$6.04K +34 +3%
PP
689
Patron Partners
Texas
$223K -$12.2K -69 -5%
WAL
690
W Advisors LLC
Tennessee
$223K -$888 -5 -0.4%
MLA
691
My Legacy Advisors
Oregon
$222K -$277K -1,562 -55%
CA
692
Commerzbank Aktiengesellschaft
Germany
$222K +$230K +1,296 New
USCWA
693
U.S. Capital Wealth Advisors
Texas
$221K +$533 +3 +0.2%
BO
694
BRR OpCo
Ohio
$219K – – –
FBFS
695
First Business Financial Services
Wisconsin
$218K – – –
RWM
696
Ritholtz Wealth Management
New York
$216K +$223K +1,259 New
RMC
697
Resources Management Corp
Connecticut
$211K – – –
GG
698
Gofen & Glossberg
Illinois
$208K -$61.6K -347 -22%
O
699
Ossiam
France
$208K +$216K +1,216 New
WS
700
Wedbush Securities
California
$208K +$216K +1,216 New
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29 30