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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
726
Sumitomo Life Insurance
Japan
$744K -$27.1K -90 -4%
SAM
727
Sawgrass Asset Management
Florida
$737K -$60.6K -201 -8%
AIM
728
Anchor Investment Management
South Carolina
$736K – – –
AG
729
AlTi Global
New York
$732K +$712K +2,362 New
AC
730
AXQ Capital
New Jersey
$730K +$711K +2,358 New
MG
731
Mather Group
Illinois
$729K +$1.81K +6 +0.3%
FSC
732
Full Sail Capital
Oklahoma
$728K -$84.7K -281 -11%
AIP
733
Ameritas Investment Partners
Nebraska
$724K -$24.1K -80 -3%
CIA
734
Choate Investment Advisors
Massachusetts
$722K +$1.81K +6 +0.3%
LOPW
735
Live Oak Private Wealth
North Carolina
$720K -$9.35K -31 -1%
CG
736
Cynosure Group
Utah
$720K – – –
FWMP
737
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$719K -$19.9K -66 -3%
MPCL
738
My Personal CFO LLC
Washington
$719K +$699K +2,320 New
CCA
739
Checchi Capital Advisers
California
$718K -$57.6K -191 -8%
SCM
740
SCS Capital Management
Massachusetts
$717K +$5.13K +17 +0.7%
BONH
741
Bank of New Hampshire
New Hampshire
$712K – – –
MA
742
Montag & Associates
Georgia
$712K – – –
PFC
743
Phocas Financial Corp
California
$712K – – –
VT
744
Vise Technologies
New York
$712K -$176K -583 -20%
BF
745
BOK Financial
Oklahoma
$709K -$515K -1,707 -43%
JF
746
Jump Financial
Illinois
$705K -$1.97M -6,549 -74%
SYBT
747
Stock Yards Bank & Trust
Kentucky
$705K – – –
CCB
748
Country Club Bank
Missouri
$696K – – –
BP
749
Ballentine Partners
Massachusetts
$686K +$137K +456 +26%
HNB
750
Huntington National Bank
Ohio
$681K +$61.8K +205 +10%
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