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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Drive Wealth Management
Utah
$499K +$178K +838 +63%
SAM
752
Smartleaf Asset Management
Massachusetts
$499K – – –
AA
753
ALPS Advisors
Colorado
$497K +$460K +2,166 New
FWMP
754
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$497K -$23.8K -112 -5%
PA
755
Profund Advisors
Maryland
$494K -$13.6K -64 -3%
ST
756
Smithfield Trust
Pennsylvania
$494K -$14.9K -70 -3%
ISL
757
Ingalls & Snyder LLC
New York
$492K – – –
KF
758
Krilogy Financial
Missouri
$492K +$145K +683 +47%
GC
759
Garde Capital
Washington
$491K – – –
PCS
760
Personal CFO Solutions
New Jersey
$490K -$79.8K -376 -15%
LF
761
Lantz Financial
Illinois
$482K +$4.46K +21 +1%
JAG
762
Journey Advisory Group
Kentucky
$481K -$2.92M -13,733 -87%
CG
763
Clifford Group
Massachusetts
$481K +$20.6K +97 +5%
FI
764
Fosun International
China
$476K – – –
BTI
765
Blue Trust Inc
Georgia
$475K -$20K -94 -4%
MK
766
MASTERINVEST Kapitalanlage
$474K -$141K -664 -24%
ACM
767
Allred Capital Management
Texas
$474K +$3.61K +17 +0.8%
RWP
768
RWA Wealth Partners
Massachusetts
$473K +$8.28K +39 +2%
EL
769
EWA LLC
Pennsylvania
$473K +$437K +2,058 New
AC
770
AlphaCore Capital
California
$472K +$437K +2,057 New
AIM
771
Avity Investment Management
Connecticut
$472K +$437K +2,057 New
SCM
772
SCS Capital Management
Massachusetts
$468K +$3.82K +18 +0.9%
AAM
773
Advisors Asset Management
Colorado
$464K +$74.1K +349 +21%
CIC
774
Crawford Investment Counsel
Georgia
$461K +$6.16K +29 +1%
BONH
775
Bank of New Hampshire
New Hampshire
$459K – – –
29 30
31
32 33