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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
701
Okabena Investment Services
Minnesota
$647K – – –
IAA
702
Independent Advisor Alliance
North Carolina
$645K +$249K +1,003 +68%
KWM
703
Kolinsky Wealth Management
New Jersey
$641K +$21.3K +86 +4%
CAAS
704
Capital Asset Advisory Services
Michigan
$640K -$10.2K -41 -2%
GIA
705
Guyasuta Investment Advisors
Pennsylvania
$630K – – –
AIM
706
Anchor Investment Management
South Carolina
$628K – – –
ECG
707
Edge Capital Group
Georgia
$624K – – –
TAM
708
Trust Asset Management
Texas
$623K – – –
DWM
709
Dynasty Wealth Management
Florida
$623K +$12.7K +51 +2%
JWCA
710
J.W. Coons Advisors
Ohio
$622K -$135K -545 -19%
NPT
711
Nixon Peabody Trust
Massachusetts
$622K +$372K +1,499 +166%
LFM
712
LGT Fund Management
Liechtenstein
$622K +$595K +2,400 New
RC
713
Roundview Capital
New Jersey
$621K – – –
SC
714
Syon Capital
California
$618K +$9.18K +37 +2%
AAIS
715
ABN AMRO Investment Solutions
$616K +$338K +1,364 +135%
CG
716
Clifford Group
Massachusetts
$609K -$12.2K -49 -2%
FFM
717
Forum Financial Management
Illinois
$607K +$496 +2 +0.1%
EFL
718
ERn Financial LLC
Wisconsin
$602K -$54.3K -219 -9%
ISL
719
Ingalls & Snyder LLC
New York
$600K – – –
MA
720
Montag & Associates
Georgia
$596K – – –
AIP
721
Ameritas Investment Partners
Nebraska
$596K -$11.4K -46 -2%
DWT
722
Dorsey & Whitney Trust
South Dakota
$596K +$45.6K +184 +9%
BWP
723
Balboa Wealth Partners
Arizona
$594K +$65.2K +263 +13%
PWM
724
Prosperity Wealth Management
California
$593K -$11.2K -45 -2%
CCB
725
Country Club Bank
Missouri
$592K – – –
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