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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
701
First Horizon Advisors
Tennessee
$371K -$9.99K -48 -3%
MIM
702
Miller Investment Management
Pennsylvania
$367K – – –
HWM
703
HB Wealth Management
Georgia
$367K +$36K +173 +12%
RFO
704
RiverGlades Family Offices
Florida
$361K – – –
DWM
705
Drive Wealth Management
Utah
$361K +$25.6K +123 +8%
MYIA
706
Mount Yale Investment Advisors
Colorado
$360K -$2.91K -14 -0.8%
NICM
707
Neo Ivy Capital Management
New York
$358K +$340K +1,632 New
LFG
708
Lockerman Financial Group
California
$358K – – –
PCS
709
Personal CFO Solutions
New Jersey
$357K -$15K -72 -4%
CB
710
Cadence Bank
Mississippi
$355K – – –
AF
711
Advisornet Financial
Minnesota
$354K +$5.2K +25 +2%
LIA
712
LS Investment Advisors
Michigan
$351K – – –
CWAG
713
Compton Wealth Advisory Group
Virginia
$349K – – –
SWP
714
Strategic Wealth Partners
Ohio
$348K -$11.7K -56 -3%
HCPC
715
Hamilton Capital Partners (Canada)
$345K -$254K -1,220 -44%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$344K -$120K -575 -27%
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$344K -$1.67K -8 -0.5%
WI
718
Wintrust Investments
Illinois
$344K +$14.8K +71 +5%
PA
719
Pinnacle Associates
New York
$338K +$4.37K +21 +1%
AIM
720
Anchor Investment Management
South Carolina
$337K -$162K -780 -34%
PFPT
721
Pinnacle Financial Partners (Tennessee)
Tennessee
$334K +$14.8K +71 +5%
SCM
722
Shelton Capital Management
Colorado
$331K +$52K +250 +20%
QCG
723
Quadrant Capital Group
Ohio
$330K +$624 +3 +0.2%
SB
724
Strategic Blueprint
Georgia
$330K +$8.95K +43 +3%
UM
725
UniSuper Management
Australia
$329K +$312K +1,500 New
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