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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
701
IFP Advisors
Florida
$988K +$286K +867 +40%
STA
702
Summit Trail Advisors
New York
$984K +$1.01M +3,074 New
NEI
703
Northwest & Ethical Investments
Ontario, Canada
$974K – – –
VA
704
VestGen Advisors
Illinois
$969K -$43.8K -133 -4%
FC
705
Farringdon Capital
United Kingdom
$965K +$994K +3,016 New
SS
706
Sunbelt Securities
Texas
$961K +$50.8K +154 +5%
WLG
707
Williamson Legacy Group
Indiana
$956K +$83.7K +254 +9%
HBT
708
Heartland Bank & Trust
Illinois
$944K -$34.3K -104 -3%
OIS
709
OneAscent Investment Solutions
Alabama
$943K -$161K -489 -14%
MT
710
Midwest Trust
Kansas
$941K +$969K +2,941 New
OAM
711
Occidental Asset Management
California
$940K -$3.3K -10 -0.3%
CSIC
712
Clifford Swan Investment Counsel
California
$936K -$32.6K -99 -3%
MSWM
713
Master's Wealth Management
Pennsylvania
$933K +$9.56K +29 +1%
DADC
714
D.A. Davidson & Co
Montana
$926K +$11.5K +35 +1%
VT
715
Vise Technologies
New York
$923K +$950K +2,882 New
ATS
716
Ashton Thomas Securities
New York
$918K -$9.23K -28 -1%
TAM
717
Trust Asset Management
Texas
$917K – – –
WB
718
Webster Bank
Connecticut
$912K – – –
NC
719
NewSquare Capital
Pennsylvania
$909K -$14.8K -45 -2%
RWP
720
RWA Wealth Partners
Massachusetts
$904K +$1.98K +6 +0.2%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$896K – – –
APW
722
Aventura Private Wealth
Florida
$894K -$39.6K -120 -4%
DS
723
DRW Securities
Illinois
$890K +$916K +2,780 New
MA
724
MJP Associates
Connecticut
$889K -$33.3K -101 -4%
AA
725
Advisory Alpha
Michigan
$888K +$138K +419 +18%
27 28
29
30 31