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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
751
Csenge Advisory Group
Florida
$770K +$40.7K +140 +5%
TC
752
TFR Capital
Texas
$770K +$790K +2,713 New
ATPW
753
Ashton Thomas Private Wealth
Arizona
$770K +$789K +2,711 New
MSWM
754
McGlone Suttner Wealth Management
Wisconsin
$758K +$25.3K +87 +3%
OAM
755
Oxford Asset Management
United Kingdom
$752K +$411K +1,411 +114%
CIC
756
Crawford Investment Counsel
Georgia
$749K +$2.62K +9 +0.3%
LW
757
Linscomb Wealth
Texas
$746K +$16.6K +57 +2%
AI
758
Atom Investors
Texas
$731K -$65.5K -225 -8%
NPT
759
Nixon Peabody Trust
Massachusetts
$731K +$50.9K +175 +7%
FWMP
760
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$721K +$739K +2,540 New
HBT
761
Heartland Bank & Trust
Illinois
$720K -$32K -110 -4%
CI
762
Cigna Investments
Connecticut
$718K +$84.4K +290 +13%
BCA
763
Bay Colony Advisors
Massachusetts
$710K +$57.9K +199 +9%
BONH
764
Bank of New Hampshire
New Hampshire
$710K – – –
OIS
765
Okabena Investment Services
Minnesota
$708K -$1.49M -5,107 -67%
PAW
766
Plan A Wealth
Nebraska
$706K +$723K +2,486 New
PFG
767
PAX Financial Group
Texas
$699K -$41K -141 -5%
TCB
768
Texas Capital Bancshares
Texas
$698K -$133K -458 -16%
AIP
769
Ameritas Investment Partners
Nebraska
$693K +$65.2K +224 +10%
RC
770
Roundview Capital
New Jersey
$689K – – –
AIM
771
Anchor Investment Management
South Carolina
$687K – – –
TAM
772
Trust Asset Management
Texas
$682K – – –
GAM
773
Generali Asset Management
Italy
$681K +$698K +2,399 New
CIA
774
Choate Investment Advisors
Massachusetts
$680K +$268K +920 +62%
DWM
775
Dynasty Wealth Management
Florida
$680K -$40.7K -140 -6%
29 30
31
32 33