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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
751
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$759 -4 -0.3%
CHC
752
City Holding Co
West Virginia
$258K -$17.3K -91 -6%
EB
753
Eastern Bank
Massachusetts
$256K -$88.4K -466 -26%
GL
754
Graypoint LLC
New York
$255K +$253K +1,332 New
MA
755
Mutual Advisors
Nebraska
$253K +$27.7K +146 +12%
DAS
756
Dynamic Advisor Solutions
Arizona
$251K +$249K +1,312 New
WAL
757
W Advisors LLC
Tennessee
$246K -$8.73K -46 -3%
SWM
758
Spire Wealth Management
Virginia
$246K +$109K +573 +80%
FBFS
759
First Business Financial Services
Wisconsin
$244K – – –
WWM
760
Western Wealth Management
Colorado
$244K – – –
PP
761
Patron Partners
Texas
$242K +$8.92K +47 +4%
OHWA
762
Oak Hill Wealth Advisors
Virginia
$241K – – –
ICG
763
InterOcean Capital Group
Tennessee
$241K – – –
KIA
764
KCM Investment Advisors
California
$241K +$5.88K +31 +3%
SCM
765
Shelton Capital Management
Colorado
$240K – – –
TH
766
TCTC Holdings
Texas
$240K +$77.8K +410 +49%
BAM
767
Berkshire Asset Management
Pennsylvania
$238K +$236K +1,243 New
FB
768
Fulton Bank
Pennsylvania
$236K +$234K +1,235 New
BFEC
769
Benjamin F. Edwards & Company
Missouri
$236K -$4.93K -26 -2%
RB
770
Renasant Bank
Mississippi
$232K +$230K +1,214 New
CIA
771
Choate Investment Advisors
Massachusetts
$231K – – –
MLA
772
My Legacy Advisors
Oregon
$229K -$15.4K -81 -6%
HSA
773
HBK Sorce Advisory
Pennsylvania
$224K -$924K -4,870 -81%
CIC
774
Carnegie Investment Counsel
Ohio
$222K -$759 -4 -0.3%
RBC
775
Roble Belko & Company
Pennsylvania
$222K -$25.6K -135 -10%
29 30
31
32 33