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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
701
Quadrant Capital Group
Ohio
$288K +$66.2K +354 +30%
HWA
702
Heritage Wealth Advisors
Virginia
$282K – – –
MG
703
Mather Group
Illinois
$281K +$279K +1,490 New
ACA
704
Aptus Capital Advisors
Alabama
$276K – – –
CT
705
Cambridge Trust
Massachusetts
$275K -$7.86K -42 -3%
CHC
706
City Holding Co
West Virginia
$271K -$17.6K -94 -6%
IP
707
Ignite Planners
California
$264K +$11.4K +61 +5%
LJAC
708
L.J. Altfest & Co
New York
$264K -$6.36K -34 -2%
SIM
709
Sentry Investment Management
Wisconsin
$264K +$11K +59 +4%
SRC
710
Shufro Rose & Co
New York
$264K – – –
RFG
711
RFP Financial Group
Georgia
$264K +$262K +1,400 New
FAM
712
Formidable Asset Management
Ohio
$258K – – –
EH
713
Equitable Holdings
New York
$258K +$1.12K +6 +0.4%
GWANC
714
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K – – –
BHPW
715
Beverly Hills Private Wealth
California
$254K +$252K +1,346 New
FRM
716
Fox Run Management
Connecticut
$253K +$251K +1,343 New
EWM
717
Empirical Wealth Management
Washington
$252K +$250K +1,339 New
WAL
718
W Advisors LLC
Tennessee
$252K +$6.36K +34 +3%
DWM
719
Drive Wealth Management
Utah
$246K +$244K +1,307 New
OAM
720
Oppenheimer Asset Management
New York
$245K -$82.7K -442 -25%
RBC
721
Roble Belko & Company
Pennsylvania
$245K -$4.68K -25 -2%
CA
722
Commerzbank Aktiengesellschaft
Germany
$245K – – –
KPWS
723
Kestra Private Wealth Services
Texas
$243K -$108K -580 -31%
MLA
724
My Legacy Advisors
Oregon
$242K -$9.54K -51 -4%
FBFS
725
First Business Financial Services
Wisconsin
$241K – – –
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29
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