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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Pinnacle Associates
New York
$354K +$3.13K +14 +0.9%
EB
727
Eastern Bank
Massachusetts
$350K +$43.6K +195 +15%
PFPT
728
Pinnacle Financial Partners (Tennessee)
Tennessee
$346K – – –
VFA
729
Values First Advisors
Tennessee
$346K -$54.4K -243 -14%
SCM
730
Shelton Capital Management
Colorado
$343K – – –
PP
731
Patron Partners
Texas
$343K +$12.1K +54 +4%
HWA
732
Heritage Wealth Advisors
Virginia
$341K – – –
IP
733
Ignite Planners
California
$341K +$36.5K +163 +12%
EH
734
Equitable Holdings
New York
$337K +$4.03K +18 +1%
PA
735
Procyon Advisors
Connecticut
$336K +$330K +1,474 New
SB
736
Strategic Blueprint
Georgia
$335K -$7.83K -35 -2%
NL
737
NVWM LLC
Pennsylvania
$333K +$287K +1,283 +713%
GL
738
Graypoint LLC
New York
$330K +$1.34K +6 +0.4%
MA
739
Mutual Advisors
Nebraska
$326K -$2.91K -13 -0.9%
DAS
740
Dynamic Advisor Solutions
Arizona
$323K +$17.5K +78 +6%
RFG
741
RFP Financial Group
Georgia
$319K – – –
SRC
742
Shufro Rose & Co
New York
$319K – – –
AIM
743
Aigen Investment Management
New York
$318K -$615K -2,746 -66%
HNB
744
Huntington National Bank
Ohio
$317K -$4.7K -21 -1%
CIA
745
Choate Investment Advisors
Massachusetts
$317K +$39.2K +175 +14%
CWM
746
Centric Wealth Management
Illinois
$316K +$224 +1 +0.1%
ONB
747
Old National Bancorp
Indiana
$316K -$23.9K -107 -7%
FAM
748
Formidable Asset Management
Ohio
$312K – – –
HCPC
749
Hamilton Capital Partners (Canada)
$312K -$45.7K -204 -13%
CGL
750
Clarius Group LLC
Washington
$311K -$75.4K -337 -20%
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30
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