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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
726
Clarus Wealth Advisors
Arizona
$649K -$43.4K -154 -6%
BCA
727
Bay Colony Advisors
Massachusetts
$648K +$28.5K +101 +5%
CG
728
Clifford Group
Massachusetts
$648K -$13.3K -47 -2%
MA
729
Montag & Associates
Georgia
$647K – – –
PFC
730
Phocas Financial Corp
California
$647K – – –
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$639K -$82.9K -294 -11%
PA
732
Procyon Advisors
Connecticut
$639K +$206K +731 +47%
SYBT
733
Stock Yards Bank & Trust
Kentucky
$637K -$846 -3 -0.1%
CCB
734
Country Club Bank
Missouri
$636K – – –
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$636K +$48.5K +172 +8%
EIP
736
Epoch Investment Partners
New York
$634K -$12.3M -43,588 -95%
CI
737
Cigna Investments
Connecticut
$629K -$6.2K -22 -1%
DT
738
Diversified Trust
Tennessee
$629K -$253K -897 -29%
AIP
739
Ameritas Investment Partners
Nebraska
$624K -$22.6K -80 -3%
LOPW
740
Live Oak Private Wealth
North Carolina
$623K – – –
QI
741
Qtron Investments
Massachusetts
$623K – – –
4WM
742
44 Wealth Management
Oregon
$619K +$604K +2,143 New
HIC
743
Hartline Investment Corp
Illinois
$619K – – –
OWM
744
OneAscent Wealth Management
Alabama
$617K +$618K +2,192 New
IAS
745
Insigneo Advisory Services
Florida
$616K -$269K -955 -30%
EWA
746
EP Wealth Advisors
California
$614K +$299K +1,061 +95%
VSQM
747
V-Square Quantitative Management
Illinois
$610K +$91.9K +326 +18%
BWP
748
Balboa Wealth Partners
Arizona
$610K -$34.7K -123 -5%
BPA
749
Beacon Pointe Advisors
California
$606K -$232K -822 -28%
ST
750
Somerset Trust
Pennsylvania
$598K -$9.87K -35 -2%
28 29
30
31 32