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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
701
Wilmington Savings Fund Society
Delaware
$621K +$71.3K +336 +14%
SL
702
SFM LLC
New Hampshire
$620K -$405K -1,907 -41%
ISWM
703
Intesa Sanpaolo Wealth Management
$612K – – –
BFS
704
Bradley Foster & Sargent
Connecticut
$611K -$5.73K -27 -1%
CI
705
CX Institutional
Indiana
$609K +$199K +936 +55%
SC
706
Syon Capital
California
$607K -$91.5K -431 -14%
HCPC
707
Hamilton Capital Partners (Canada)
$606K – – –
SC
708
Scotia Capital
Ontario, Canada
$604K -$13.4K -63 -2%
HHRDM
709
H&H Retirement Design & Management
Nevada
$602K +$476K +2,240 New
CPBTD
710
Central Pacific Bank - Trust Division
Hawaii
$597K +$117K +550 +27%
SYBT
711
Stock Yards Bank & Trust
Kentucky
$594K – – –
DIA
712
Dana Investment Advisors
Wisconsin
$590K +$275K +1,297 +102%
SF
713
Sun Financial
Utah
$590K -$425 -2 -0.1%
GT
714
Greenleaf Trust
Michigan
$585K -$10.2K -48 -2%
HSA
715
HBK Sorce Advisory
Pennsylvania
$579K +$124K +582 +34%
VSQM
716
V-Square Quantitative Management
Illinois
$577K -$26.3K -124 -5%
PE
717
PCM Encore
Colorado
$575K -$7.01K -33 -1%
CIA
718
Compass Ion Advisors
Pennsylvania
$573K +$212 +1 +0%
OIS
719
Okabena Investment Services
Minnesota
$573K – – –
MWM
720
Mission Wealth Management
California
$568K +$81.3K +383 +18%
DP
721
DDD Partners
Washington
$564K +$522K +2,458 New
SCTC
722
Sanibel Captiva Trust Company
Florida
$564K +$1.27K +6 +0.2%
CA
723
Commerzbank Aktiengesellschaft
Germany
$561K -$54.8K -258 -10%
SCP
724
Sivia Capital Partners
California
$560K +$518K +2,441 New
SLI
725
Sumitomo Life Insurance
Japan
$559K -$15.7K -74 -3%
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