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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
726
Texas Capital Bank Wealth Management Services
Texas
$477K -$4.39K -19 -0.9%
GWMR
727
GC Wealth Management RIA
Massachusetts
$476K -$16.4K -71 -3%
JF
728
Jump Financial
Illinois
$475K +$166K +719 +49%
SAM
729
Smartleaf Asset Management
Massachusetts
$474K +$8.08K +35 +2%
CAM
730
Congress Asset Management
Massachusetts
$471K -$973K -4,211 -66%
BTI
731
Blue Trust Inc
Georgia
$468K -$133K -577 -21%
ACG
732
Allen Capital Group
Nebraska
$468K +$61.4K +266 +14%
MA
733
Mutual Advisors
Nebraska
$468K -$15.7K -68 -3%
SG
734
StoneX Group
New York
$466K -$280K -1,214 -36%
EB
735
Eastern Bank
Massachusetts
$466K -$4.62M -20,023 -90%
ISL
736
Ingalls & Snyder LLC
New York
$465K +$8.08K +35 +2%
GC
737
Garde Capital
Washington
$463K – – –
SF
738
Sun Financial
Utah
$463K +$7.85K +34 +1%
CTA
739
Colonial Trust Advisors
South Carolina
$457K – – –
PFA
740
Pathway Financial Advisors
Vermont
$457K – – –
BF
741
BOK Financial
Oklahoma
$455K +$129K +558 +36%
MWM
742
Mission Wealth Management
California
$453K -$87.5K -379 -15%
LF
743
Lantz Financial
Illinois
$450K +$693 +3 +0.1%
PPWM
744
Paragon Private Wealth Management
Kentucky
$450K -$48.5K -210 -9%
FI
745
Fosun International
China
$449K – – –
RFO
746
RiverGlades Family Offices
Florida
$445K +$475K +2,057 New
BHCM
747
Brevan Howard Capital Management
Jersey
$445K +$474K +2,053 New
CPBTD
748
Central Pacific Bank - Trust Division
Hawaii
$444K +$361K +1,565 +323%
ACM
749
Allred Capital Management
Texas
$443K +$2.54K +11 +0.5%
VC
750
Vestor Capital
Illinois
$443K -$377K -1,634 -44%
28 29
30
31 32