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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Prossimo Advisors
California
$283K +$268K +1,290 New
WAL
752
W Advisors LLC
Tennessee
$283K – – –
BAM
753
Berkshire Asset Management
Pennsylvania
$283K +$9.36K +45 +4%
FCP
754
Fidelis Capital Partners
Florida
$281K +$10.4K +50 +4%
FBFS
755
First Business Financial Services
Wisconsin
$280K – – –
WWM
756
Western Wealth Management
Colorado
$280K – – –
4WM
757
44 Wealth Management
Oregon
$276K -$105K -506 -29%
TH
758
TCTC Holdings
Texas
$275K – – –
LJAC
759
L.J. Altfest & Co
New York
$272K -$32.7K -157 -11%
GWANC
760
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K -$27.5K -132 -10%
QCM
761
Quantinno Capital Management
New York
$269K +$255K +1,226 New
WF
762
Wayfinding Financial
Washington
$268K +$33.9K +163 +15%
CIA
763
Choate Investment Advisors
Massachusetts
$267K +$2.08K +10 +0.8%
OWA
764
Opal Wealth Advisors
New York
$264K +$29.3K +141 +13%
BFEC
765
Benjamin F. Edwards & Company
Missouri
$261K -$9.78K -47 -4%
HSA
766
HBK Sorce Advisory
Pennsylvania
$260K +$2.91K +14 +1%
SWM
767
Spire Wealth Management
Virginia
$258K -$22.7K -109 -8%
GVAG
768
Great Valley Advisor Group
Delaware
$257K +$4.16K +20 +2%
SG
769
StoneX Group
New York
$257K -$110K -531 -31%
FIA
770
Foundations Investment Advisors
Arizona
$257K -$41.4K -199 -15%
SW
771
SteelPeak Wealth
California
$255K +$242K +1,162 New
CIC
772
Carnegie Investment Counsel
Ohio
$255K -$208 -1 -0.1%
RBC
773
Roble Belko & Company
Pennsylvania
$255K – – –
OHWA
774
Oak Hill Wealth Advisors
Virginia
$255K -$20.8K -100 -8%
MWM
775
Mission Wealth Management
California
$253K +$5.83K +28 +2%
29 30
31
32 33