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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
676
Edge Capital Group
Georgia
$550K +$154K +652 +36%
TPI
677
Trust Point Inc
Wisconsin
$544K +$572K +2,417 New
SCM
678
Stevens Capital Management
Pennsylvania
$543K +$572K +2,415 New
TSS
679
Two Sigma Securities
New York
$542K +$571K +2,411 New
TAM
680
Trust Asset Management
Texas
$541K – – –
AIP
681
Ameritas Investment Partners
Nebraska
$539K -$20.8K -88 -4%
FC
682
Forte Capital
New York
$539K +$10.4K +44 +2%
RC
683
Roundview Capital
New Jersey
$537K – – –
MAS
684
Meeder Advisory Services
Ohio
$531K -$13K -55 -2%
AIM
685
Anchor Investment Management
South Carolina
$531K +$189K +800 +51%
FFM
686
Forum Financial Management
Illinois
$526K – – –
MA
687
Montag & Associates
Georgia
$517K – – –
PFC
688
Phocas Financial Corp
California
$517K – – –
CG
689
Clifford Group
Massachusetts
$517K -$474 -2 -0.1%
ISL
690
Ingalls & Snyder LLC
New York
$516K -$1.66K -7 -0.3%
SPIA
691
Steward Partners Investment Advisory
New York
$515K +$61.8K +261 +13%
MSWM
692
McGlone Suttner Wealth Management
Wisconsin
$514K +$20.8K +88 +4%
OFS
693
OneAscent Financial Services
Alabama
$512K +$229K +965 +74%
SYBT
694
Stock Yards Bank & Trust
Kentucky
$510K +$711 +3 +0.1%
CCB
695
Country Club Bank
Missouri
$509K – – –
CI
696
Cigna Investments
Connecticut
$508K – – –
HWM
697
HB Wealth Management
Georgia
$499K +$21.6K +91 +4%
QI
698
Qtron Investments
Massachusetts
$498K – – –
LOPW
699
Live Oak Private Wealth
North Carolina
$498K +$47.4K +200 +10%
SC
700
Syon Capital
California
$498K +$74.6K +315 +17%
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