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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
701
Aptus Capital Advisors
Alabama
$276K – – –
CT
702
Cambridge Trust
Massachusetts
$275K -$7.86K -42 -3%
CHC
703
City Holding Co
West Virginia
$271K -$17.6K -94 -6%
IP
704
Ignite Planners
California
$264K +$11.4K +61 +5%
LJAC
705
L.J. Altfest & Co
New York
$264K -$6.36K -34 -2%
SIM
706
Sentry Investment Management
Wisconsin
$264K +$11K +59 +4%
SRC
707
Shufro Rose & Co
New York
$264K – – –
RFG
708
RFP Financial Group
Georgia
$264K +$262K +1,400 New
FAM
709
Formidable Asset Management
Ohio
$258K – – –
EH
710
Equitable Holdings
New York
$258K +$1.12K +6 +0.4%
GWANC
711
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K – – –
BHPW
712
Beverly Hills Private Wealth
California
$254K +$252K +1,346 New
FRM
713
Fox Run Management
Connecticut
$253K +$251K +1,343 New
EWM
714
Empirical Wealth Management
Washington
$252K +$250K +1,339 New
WAL
715
W Advisors LLC
Tennessee
$252K +$6.36K +34 +3%
DWM
716
Drive Wealth Management
Utah
$246K +$244K +1,307 New
OAM
717
Oppenheimer Asset Management
New York
$245K -$82.7K -442 -25%
RBC
718
Roble Belko & Company
Pennsylvania
$245K -$4.68K -25 -2%
CA
719
Commerzbank Aktiengesellschaft
Germany
$245K – – –
KPWS
720
Kestra Private Wealth Services
Texas
$243K -$108K -580 -31%
MLA
721
My Legacy Advisors
Oregon
$242K -$9.54K -51 -4%
FBFS
722
First Business Financial Services
Wisconsin
$241K – – –
WWM
723
Western Wealth Management
Colorado
$240K -$272K -1,453 -53%
EGM
724
Engineers Gate Manager
New York
$240K -$2M -10,698 -89%
BFEC
725
Benjamin F. Edwards & Company
Missouri
$238K +$77.8K +416 +49%
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