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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
Montag & Associates
Georgia
$794K – – –
PFC
752
Phocas Financial Corp
California
$794K – – –
VCM
753
Virtue Capital Management
Tennessee
$790K -$203K -643 -22%
SCM
754
SCS Capital Management
Massachusetts
$786K +$719K +2,277 New
EI
755
Ellevest Inc
New York
$784K +$179K +568 +33%
SYBT
756
Stock Yards Bank & Trust
Kentucky
$783K +$27.2K +86 +4%
CP
757
Clarendon Private
Massachusetts
$783K +$189K +597 +36%
CCB
758
Country Club Bank
Missouri
$776K – – –
HIC
759
Hartline Investment Corp
Illinois
$760K – – –
CG
760
Clifford Group
Massachusetts
$758K -$38.5K -122 -5%
FFM
761
Forum Financial Management
Illinois
$751K -$54.3K -172 -7%
PTC
762
Private Trust Company
Ohio
$749K +$23.7K +75 +4%
PCS
763
Personal CFO Solutions
New Jersey
$746K +$109K +346 +19%
IA
764
IFP Advisors
Florida
$744K +$131K +416 +24%
GC
765
Garde Capital
Washington
$739K +$360K +1,139 +114%
P
766
Pitcairn
Pennsylvania
$733K +$19K +60 +3%
ST
767
Smithfield Trust
Pennsylvania
$733K – – –
CTA
768
Colonial Trust Advisors
South Carolina
$728K – – –
PFA
769
Pathway Financial Advisors
Vermont
$725K – – –
VSQM
770
V-Square Quantitative Management
Illinois
$722K -$55K -174 -8%
4WM
771
44 Wealth Management
Oregon
$719K +$22.4K +71 +4%
EDRH
772
Edmond de Rothschild Holding
Switzerland
$716K -$72K -228 -10%
EWA
773
EP Wealth Advisors
California
$715K +$36K +114 +6%
NP
774
NorthRock Partners
Minnesota
$714K +$632 +2 +0.1%
BWP
775
Balboa Wealth Partners
Arizona
$713K -$58.8K -186 -8%
29 30
31
32 33