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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
726
First National Bank of Omaha
Nebraska
$596K +$603K +2,277 New
MA
727
Montag & Associates
Georgia
$595K – – –
PFC
728
Phocas Financial Corp
California
$595K – – –
AIP
729
Ameritas Investment Partners
Nebraska
$595K -$10.3K -39 -2%
PPWM
730
Paragon Private Wealth Management
Kentucky
$592K -$87.6K -331 -13%
RBWA
731
RFG - Bristol Wealth Advisors
Massachusetts
$591K -$308K -1,165 -34%
GAM
732
Generali Asset Management
Italy
$589K -$76.5K -289 -11%
FAMI
733
Fideuram Asset Management (Ireland)
$589K +$469K +1,771 New
LFP
734
Leeward Financial Partners
Washington
$588K -$1.46M -5,522 -71%
FWMP
735
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$588K -$13K -49 -2%
GWMR
736
GC Wealth Management RIA
Massachusetts
$587K -$741K -2,800 -55%
KPWS
737
Kestra Private Wealth Services
Texas
$585K -$151K -569 -20%
PCS
738
Personal CFO Solutions
New Jersey
$579K +$45K +170 +8%
MA
739
Mutual Advisors
Nebraska
$576K +$18.3K +69 +3%
TCBWMS
740
Texas Capital Bank Wealth Management Services
Texas
$575K +$320K +1,207 +119%
AG
741
AlTi Global
New York
$571K -$41K -155 -7%
HIC
742
Hartline Investment Corp
Illinois
$567K – – –
SAM
743
Smartleaf Asset Management
Massachusetts
$566K +$20.6K +78 +4%
VSQM
744
V-Square Quantitative Management
Illinois
$564K +$577K +2,181 New
SSA
745
Shepherd Street Advisors
California
$560K +$573K +2,165 New
HIA
746
Harbor Investment Advisory
Maryland
$558K +$72.5K +274 +15%
CG
747
Clifford Group
Massachusetts
$558K -$3.97K -15 -0.7%
TNAM
748
Terra Nova Asset Management
New York
$556K -$1.54M -5,818 -73%
GC
749
Garde Capital
Washington
$554K – – –
SB
750
Simmons Bank
Arkansas
$553K +$74.4K +281 +15%
28 29
30
31 32