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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
676
First Horizon Advisors
Tennessee
$326K -$17.4K -93 -5%
LWAC
677
Laurel Wealth Advisors (California)
California
$324K – – –
DC
678
Davenport & Co
Virginia
$324K +$56.1K +300 +21%
ANTB
679
AMG National Trust Bank
Colorado
$321K – – –
PWLP
680
Prio Wealth Limited Partnership
Massachusetts
$320K – – –
RWA
681
River Wealth Advisors
Pennsylvania
$316K +$1.87K +10 +0.6%
MIM
682
Miller Investment Management
Pennsylvania
$315K – – –
CWAG
683
Compton Wealth Advisory Group
Virginia
$313K – – –
AF
684
Advisornet Financial
Minnesota
$313K -$4.49K -24 -1%
RFO
685
RiverGlades Family Offices
Florida
$310K +$308K +1,646 New
HNB
686
Huntington National Bank
Ohio
$308K -$8.79K -47 -3%
LFG
687
Lockerman Financial Group
California
$307K – – –
PCS
688
Personal CFO Solutions
New Jersey
$306K +$23.8K +127 +8%
CGL
689
Clarius Group LLC
Washington
$305K +$38K +203 +14%
CB
690
Cadence Bank
Mississippi
$305K – – –
EI
691
Ellevest Inc
New York
$304K +$25.8K +138 +9%
SB
692
Simmons Bank
Arkansas
$303K +$5.8K +31 +2%
LIA
693
LS Investment Advisors
Michigan
$302K – – –
SWP
694
Strategic Wealth Partners
Ohio
$301K +$3.93K +21 +1%
BPC
695
Banque Pictet & Cie
Switzerland
$300K +$2.62K +14 +0.9%
IIM
696
InTrack Investment Management
Vermont
$297K +$295K +1,575 New
PA
697
Pinnacle Associates
New York
$296K +$22.8K +122 +8%
MGIM
698
M&G Investment Management
United Kingdom
$295K +$46K +246 +19%
CAM
699
Cozad Asset Management
Illinois
$294K -$26.2K -140 -8%
KWM
700
Kingsview Wealth Management
Oregon
$291K -$2.24K -12 -0.8%
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