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Arthur J. Gallagher & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RC
701
Roundview Capital
New Jersey
$599K +$1.92K +8 +0.3%
KWM
702
Kolinsky Wealth Management
New Jersey
$596K +$56.3K +234 +11%
HWM
703
HB Wealth Management
Georgia
$590K +$32.9K +137 +6%
DWM
704
Dynasty Wealth Management
Florida
$588K +$565K +2,351 New
P
705
Pitcairn
Pennsylvania
$587K +$62.7K +261 +13%
SC
706
Syon Capital
California
$586K -$500K -2,081 -47%
AIP
707
Ameritas Investment Partners
Nebraska
$586K -$13K -54 -2%
FFM
708
Forum Financial Management
Illinois
$585K
CWA
709
Clarus Wealth Advisors
Arizona
$584K +$20.7K +86 +4%
PWM
710
Prosperity Wealth Management
California
$583K +$560K +2,331 New
CW
711
CreativeOne Wealth
Kansas
$581K +$109K +453 +24%
KeyBank National Association
712
KeyBank National Association
Ohio
$578K +$25.7K +107 +5%
ISL
713
Ingalls & Snyder LLC
New York
$578K +$4.81K +20 +0.9%
MA
714
Montag & Associates
Georgia
$575K
PFC
715
Phocas Financial Corp
California
$575K
CCB
716
Country Club Bank
Missouri
$569K
CI
717
Cigna Investments
Connecticut
$569K +$3.61K +15 +0.7%
SYBT
718
Stock Yards Bank & Trust
Kentucky
$567K
LOPW
719
Live Oak Private Wealth
North Carolina
$554K
QI
720
Qtron Investments
Massachusetts
$554K
IA
721
IFP Advisors
Florida
$545K -$5.77K -24 -1%
HIS
722
Harvest Investment Services
Illinois
$545K +$524K +2,178 New
ST
723
Somerset Trust
Pennsylvania
$540K
GM
724
GeoWealth Management
Illinois
$535K +$229K +952 +80%
TTWM
725
TCV Trust & Wealth Management
Virginia
$532K -$18K -75 -3%