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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
751
Balentine LLC
Georgia
$443K +$472K +2,044 New
RWP
752
RWA Wealth Partners
Massachusetts
$438K -$188K -814 -29%
SCM
753
SCS Capital Management
Massachusetts
$438K -$72.8K -315 -13%
GM
754
GeoWealth Management
Illinois
$435K +$61.2K +265 +15%
DTL
755
Dynamic Technology Lab
Singapore
$434K +$463K +2,004 New
BONH
756
Bank of New Hampshire
New Hampshire
$433K – – –
B
757
Bayban
Minnesota
$433K – – –
MAM
758
Montchanin Asset Management
Delaware
$433K +$462K +2,000 New
CG
759
Clifford Group
Massachusetts
$433K -$36.3K -157 -7%
MSWM
760
Master's Wealth Management
Pennsylvania
$432K -$259K -1,121 -36%
BS
761
Banco Santander
Spain
$429K – – –
CIC
762
Crawford Investment Counsel
Georgia
$429K – – –
HT
763
Headlands Technologies
Illinois
$429K +$457K +1,979 New
EAM
764
Erste Asset Management
Austria
$426K – – –
HKAM
765
Horizon Kinetics Asset Management
New York
$423K – – –
SSA
766
Shepherd Street Advisors
California
$417K -$55K -238 -11%
CPR
767
CSU Producer Resources
Ohio
$417K – – –
NCM
768
Northside Capital Management
Oregon
$410K – – –
PCH
769
PGIM Custom Harvest
New Jersey
$409K +$184K +797 +73%
SCA
770
Snowden Capital Advisors
New York
$407K -$175K -758 -29%
RT
771
Rockland Trust
Massachusetts
$406K +$40.9K +177 +10%
AFW
772
Avantra Family Wealth
Pennsylvania
$402K +$428K +1,854 New
OAM
773
Oppenheimer Asset Management
New York
$398K -$4.74M -20,501 -92%
ACS
774
Archford Capital Strategies
Illinois
$396K +$5.08K +22 +1%
OIS
775
OneAscent Investment Solutions
Alabama
$394K -$16.4K -71 -4%
29 30
31
32 33