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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
751
Thoroughbred Financial Services
Tennessee
$308K +$303K +1,355 New
OWA
752
Opal Wealth Advisors
New York
$304K +$29.5K +132 +11%
FCP
753
Fidelis Capital Partners
Florida
$302K +$10.5K +47 +4%
BAM
754
Berkshire Asset Management
Pennsylvania
$301K +$6.94K +31 +2%
WAL
755
W Advisors LLC
Tennessee
$300K +$6.71K +30 +2%
OFS
756
OneAscent Financial Services
Alabama
$299K +$293K +1,311 New
FBFS
757
First Business Financial Services
Wisconsin
$297K +$6.49K +29 +2%
FFA
758
Farther Finance Advisors
California
$297K +$259K +1,157 +792%
CWM
759
Cahaba Wealth Management
Georgia
$297K -$96.9K -433 -25%
CHC
760
City Holding Co
West Virginia
$296K -$11.2K -50 -4%
WWM
761
Western Wealth Management
Colorado
$296K +$4.92K +22 +2%
ICG
762
InterOcean Capital Group
Tennessee
$294K -$3.36K -15 -1%
WF
763
Wayfinding Financial
Washington
$294K +$14.8K +66 +5%
TCOV
764
Trust Company of Vermont
Vermont
$294K -$21.3K -95 -7%
DLA
765
Douglas Lane & Associates
New York
$291K +$48.1K +215 +20%
CWM
766
Connecticut Wealth Management
Connecticut
$287K +$282K +1,260 New
TH
767
TCTC Holdings
Texas
$286K – – –
SIM
768
Sentry Investment Management
Wisconsin
$284K -$53K -237 -16%
JCM
769
Jacobi Capital Management
Pennsylvania
$281K +$276K +1,234 New
HSA
770
HBK Sorce Advisory
Pennsylvania
$280K +$10.3K +46 +4%
PRS
771
Pinkerton Retirement Specialists
Idaho
$278K -$312K -1,394 -53%
MOS
772
MGO One Seven
Ohio
$276K -$52.8K -236 -16%
TPM
773
Triasima Portfolio Management
Quebec, Canada
$276K +$96.2K +430 +55%
SW
774
SteelPeak Wealth
California
$274K +$9.18K +41 +4%
NICM
775
Neo Ivy Capital Management
New York
$274K -$95.8K -428 -26%
29 30
31
32 33