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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
676
Hamilton Capital Partners (Canada)
$572K – – –
VSQM
677
V-Square Quantitative Management
Illinois
$572K +$106K +458 +21%
PP
678
Patron Partners
Texas
$569K +$151K +654 +33%
BCV
679
Banque Cantonale Vaudoise
Switzerland
$569K +$607K +2,627 New
PFG
680
PAX Financial Group
Texas
$567K -$61.2K -265 -9%
IWC
681
Integrated Wealth Concepts
Massachusetts
$563K +$601K +2,601 New
ECM
682
Evergreen Capital Management
Washington
$563K +$601K +2,601 New
GT
683
Greenleaf Trust
Michigan
$562K -$49.7K -215 -8%
CFG
684
Carr Financial Group
Massachusetts
$562K +$114K +492 +23%
SYBT
685
Stock Yards Bank & Trust
Kentucky
$561K – – –
VA
686
VestGen Advisors
Illinois
$559K +$213K +924 +48%
USCWA
687
U.S. Capital Wealth Advisors
Texas
$555K -$2.33M -10,095 -80%
PE
688
PCM Encore
Colorado
$549K +$31.2K +135 +6%
YIA
689
YHB Investment Advisors
Connecticut
$546K +$582K +2,521 New
PCS
690
Personal CFO Solutions
New Jersey
$544K +$62.6K +271 +12%
SLI
691
Sumitomo Life Insurance
Japan
$544K +$18.5K +80 +3%
SC
692
Shay Capital
New York
$541K +$577K +2,500 New
CIA
693
Compass Ion Advisors
Pennsylvania
$541K +$350K +1,515 +154%
OIS
694
Okabena Investment Services
Minnesota
$540K -$693 -3 -0.1%
PIM
695
Penobscot Investment Management
Massachusetts
$538K -$381K -1,650 -40%
RC
696
Roundview Capital
New Jersey
$536K +$20.3K +88 +4%
SWP
697
Sagespring Wealth Partners
Tennessee
$532K +$99.8K +432 +21%
EWA
698
EverSource Wealth Advisors
Alabama
$532K -$78.5K -340 -12%
HTC
699
Haverford Trust Company
Pennsylvania
$531K -$97K -420 -15%
SCTC
700
Sanibel Captiva Trust Company
Florida
$531K – – –
26 27
28
29 30