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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Empirical Wealth Management
Washington
$287K +$30.4K +160 +12%
HWM
727
HB Wealth Management
Georgia
$287K -$372K -1,958 -57%
HWA
728
Heritage Wealth Advisors
Virginia
$287K – – –
WI
729
Wintrust Investments
Illinois
$286K +$55K +290 +24%
SIM
730
Sentry Investment Management
Wisconsin
$284K +$16.1K +85 +6%
MG
731
Mather Group
Illinois
$284K -$1.52K -8 -0.5%
EH
732
Equitable Holdings
New York
$282K +$20.5K +108 +8%
BCM
733
Brookstone Capital Management
Illinois
$281K +$263K +1,385 New
SB
734
Strategic Blueprint
Georgia
$279K +$53.3K +281 +24%
MM
735
MQS Management
New York
$278K -$327K -1,726 -54%
TCOV
736
Trust Company of Vermont
Vermont
$277K +$94.5K +498 +52%
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K -$111K -586 -29%
MOS
738
MGO One Seven
Ohio
$275K +$273K +1,438 New
JHCP
739
Jackson Hole Capital Partners
Oklahoma
$273K +$271K +1,427 New
LCWP
740
Legacy Capital Wealth Partners
Arkansas
$272K +$270K +1,422 New
BHPW
741
Beverly Hills Private Wealth
California
$271K +$13.1K +69 +5%
SRC
742
Shufro Rose & Co
New York
$268K – – –
LJAC
743
L.J. Altfest & Co
New York
$267K -$1.52K -8 -0.6%
FAM
744
Formidable Asset Management
Ohio
$265K – – –
SFO
745
Stokes Family Office
Louisiana
$265K +$262K +1,383 New
OFS
746
OneAscent Financial Services
Alabama
$264K +$262K +1,379 New
FCP
747
Fidelis Capital Partners
Florida
$263K +$233K +1,228 New
FIA
748
Foundations Investment Advisors
Arizona
$262K +$260K +1,369 New
CT
749
Cambridge Trust
Massachusetts
$261K -$17.8K -94 -6%
CAM
750
Cozad Asset Management
Illinois
$260K -$37.9K -200 -13%
28 29
30
31 32