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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
701
Linscomb Wealth
Texas
$677K -$1.59K -6 -0.2%
SYBT
702
Stock Yards Bank & Trust
Kentucky
$670K +$82.9K +313 +14%
SC
703
Syon Capital
California
$669K +$4.76K +18 +0.7%
PAG
704
Private Advisory Group
Washington
$664K -$161K -609 -19%
DWT
705
Dorsey & Whitney Trust
South Dakota
$653K -$22.8K -86 -3%
OIS
706
Okabena Investment Services
Minnesota
$646K – – –
CI
707
Cigna Investments
Connecticut
$645K – – –
AI
708
Atom Investors
Texas
$642K -$1.62M -6,118 -71%
MWM
709
Mission Wealth Management
California
$639K -$42.4K -160 -6%
CT
710
Caldwell Trust
Florida
$636K +$138K +523 +27%
SCTC
711
Sanibel Captiva Trust Company
Florida
$634K -$13.2K -50 -2%
MA
712
MJP Associates
Connecticut
$629K -$91.9K -347 -12%
SLI
713
Sumitomo Life Insurance
Japan
$629K +$7.15K +27 +1%
VC
714
VarCov Co
Connecticut
$628K +$642K +2,425 New
MG
715
Mather Group
Illinois
$623K +$14.6K +55 +2%
PE
716
PCM Encore
Colorado
$621K +$636K +2,402 New
DWM
717
Dynasty Wealth Management
Florida
$621K -$60.4K -228 -9%
MMG
718
Monetary Management Group
Missouri
$621K +$635K +2,400 New
RC
719
Roundview Capital
New Jersey
$618K -$791K -2,988 -56%
HNB
720
Huntington National Bank
Ohio
$616K +$47.9K +181 +8%
APW
721
Aventura Private Wealth
Florida
$609K -$80.2K -303 -11%
SCM
722
SCS Capital Management
Massachusetts
$605K +$6.09K +23 +1%
CIA
723
Choate Investment Advisors
Massachusetts
$605K +$1.06K +4 +0.2%
LOPW
724
Live Oak Private Wealth
North Carolina
$601K – – –
SF
725
Sun Financial
Utah
$597K +$610K +2,306 New
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29
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