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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
726
Smithfield Trust
Pennsylvania
$532K – – –
DWT
727
Dorsey & Whitney Trust
South Dakota
$529K +$5.29K +22 +1%
CTA
728
Colonial Trust Advisors
South Carolina
$528K -$962 -4 -0.2%
MA
729
MJP Associates
Connecticut
$526K +$506K +2,105 New
BCA
730
Bay Colony Advisors
Massachusetts
$526K +$10.3K +43 +2%
HIC
731
Hartline Investment Corp
Illinois
$526K +$505K +2,102 New
PFA
732
Pathway Financial Advisors
Vermont
$525K – – –
OC
733
Oakworth Capital
Alabama
$523K -$16.1K -67 -3%
EI
734
Ellevest Inc
New York
$523K +$2.88K +12 +0.6%
CI
735
CX Institutional
Indiana
$522K +$7.21K +30 +1%
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$518K +$75.7K +315 +18%
BWP
737
Balboa Wealth Partners
Arizona
$507K +$481 +2 +0.1%
DAS
738
Dynamic Advisor Solutions
Arizona
$506K +$74.8K +311 +18%
FMLI
739
Fukoku Mutual Life Insurance
Japan
$506K +$171K +710 +54%
BFO
740
Biltmore Family Office
North Carolina
$500K – – –
SC
741
Settian Capital
New York
$500K +$481K +2,000 New
ANBT
742
American National Bank & Trust
Texas
$499K -$163K -680 -25%
HKAM
743
Horizon Kinetics Asset Management
New York
$499K – – –
WI
744
Wintrust Investments
Illinois
$487K +$42.5K +177 +10%
SWM
745
Spire Wealth Management
Virginia
$487K +$39.9K +166 +9%
MG
746
Mather Group
Illinois
$481K -$93.5K -389 -15%
KIA
747
KLR Investment Advisors
Rhode Island
$476K -$49K -204 -9%
DWM
748
Drive Wealth Management
Utah
$475K +$17.5K +73 +4%
NCM
749
Northside Capital Management
Oregon
$473K – – –
VSQM
750
V-Square Quantitative Management
Illinois
$469K +$217K +902 +93%
28 29
30
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