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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
751
Smithfield Trust
Pennsylvania
$597K – – –
PTC
752
Private Trust Company
Ohio
$596K -$41.7K -148 -7%
CTA
753
Colonial Trust Advisors
South Carolina
$594K – – –
JWCA
754
J.W. Coons Advisors
Ohio
$592K -$83.2K -295 -12%
PFA
755
Pathway Financial Advisors
Vermont
$591K – – –
SWP
756
Strategic Wealth Partners
Ohio
$590K +$76.1K +270 +15%
CI
757
CX Institutional
Indiana
$590K +$6.49K +23 +1%
SWM
758
Spire Wealth Management
Virginia
$587K +$61.8K +219 +12%
KA
759
Kozak & Associates
Colorado
$586K – – –
CC
760
Centiva Capital
New York
$582K +$583K +2,068 New
OC
761
Oakworth Capital
Alabama
$563K -$13K -46 -2%
BFO
762
Biltmore Family Office
North Carolina
$563K – – –
FMLI
763
Fukoku Mutual Life Insurance
Japan
$558K – – –
CW
764
CreativeOne Wealth
Kansas
$554K +$56.1K +199 +11%
DWM
765
Drive Wealth Management
Utah
$554K +$3.67K +13 +0.7%
HKAM
766
Horizon Kinetics Asset Management
New York
$551K -$11K -39 -2%
BFM
767
Boothbay Fund Management
New York
$543K +$545K +1,931 New
P
768
Pitcairn
Pennsylvania
$536K -$194K -688 -27%
GL
769
Graypoint LLC
New York
$532K +$22K +78 +4%
NCM
770
Northside Capital Management
Oregon
$532K – – –
IWC
771
Integrated Wealth Concepts
Massachusetts
$532K -$16.9K -60 -3%
BTI
772
Blue Trust Inc
Georgia
$530K +$265K +939 +85%
HIA
773
Harbor Investment Advisory
Maryland
$528K -$56.7K -201 -10%
AIA
774
Alera Investment Advisors
Illinois
$527K -$6.49K -23 -1%
NP
775
NorthRock Partners
Minnesota
$526K +$16.9K +60 +3%
29 30
31
32 33