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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
726
Cigna Investments
Connecticut
$550K – – –
EAM
727
Erste Asset Management
Austria
$548K +$93.6K +441 +22%
CCA
728
Checchi Capital Advisers
California
$542K +$14K +66 +3%
SF
729
Summit Financial
New Jersey
$535K +$124K +586 +34%
HTC
730
Haverford Trust Company
Pennsylvania
$533K -$27.4K -129 -5%
PFA
731
Pathway Financial Advisors
Vermont
$530K – – –
WCM
732
Washington Capital Management
Washington
$529K +$489K +2,305 New
MA
733
Montag & Associates
Georgia
$528K – – –
PFC
734
Phocas Financial Corp
California
$528K – – –
1C
735
111 Capital
France
$526K +$192K +903 +65%
CIA
736
Choate Investment Advisors
Massachusetts
$517K -$16.1K -76 -3%
FNBOO
737
First National Bank of Omaha
Nebraska
$517K – – –
CTA
738
Colonial Trust Advisors
South Carolina
$514K +$27K +127 +6%
SA
739
SPWM Advisors
Michigan
$513K +$429K +2,021 New
MPPHD
740
Maloon Powers Pitre Higgins & Dennehy
California
$509K +$471K +2,217 New
ILI
741
Invesco LLC (Illinois)
Illinois
$509K -$32.7K -154 -6%
LOPW
742
Live Oak Private Wealth
North Carolina
$508K -$6.37K -30 -1%
AIP
743
Ameritas Investment Partners
Nebraska
$507K -$18.9K -89 -4%
TCBWMS
744
Texas Capital Bank Wealth Management Services
Texas
$507K +$1.49K +7 +0.3%
PFG
745
PAX Financial Group
Texas
$504K -$89.4K -421 -16%
ACG
746
Allen Capital Group
Nebraska
$503K +$6.58K +31 +1%
AIM
747
Advyzon Investment Management
Illinois
$499K -$16.4K -77 -3%
DWM
748
Drive Wealth Management
Utah
$499K +$178K +838 +63%
SAM
749
Smartleaf Asset Management
Massachusetts
$499K – – –
AA
750
ALPS Advisors
Colorado
$497K +$460K +2,166 New
28 29
30
31 32