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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
776
Bayban
Minnesota
$459K – – –
MAM
777
Montchanin Asset Management
Delaware
$459K – – –
JIC
778
Johnson Investment Counsel
Ohio
$459K -$60.9K -287 -13%
TYCC
779
Texas Yale Capital Corp
Florida
$458K +$423K +1,993 New
PCM
780
Prelude Capital Management
New York
$457K +$423K +1,990 New
FCM
781
Frontier Capital Management
Massachusetts
$456K +$42.3K +199 +11%
AWA
782
Aaron Wealth Advisors
Illinois
$456K +$57.5K +271 +16%
BS
783
Banco Santander
Spain
$455K – – –
GWMR
784
GC Wealth Management RIA
Massachusetts
$449K -$50.5K -238 -11%
NC
785
nVerses Capital
Florida
$443K +$410K +1,929 New
CPR
786
CSU Producer Resources
Ohio
$442K – – –
HCM
787
Howard Capital Management
Georgia
$442K +$185K +871 +83%
BFO
788
Boston Family Office
Massachusetts
$441K +$164K +771 +67%
JF
789
Jump Financial
Illinois
$440K -$58.8K -277 -13%
SP
790
SmartHarvest Portfolios
Washington
$440K +$156K +734 +62%
PCH
791
PGIM Custom Harvest
New Jersey
$438K +$4.03K +19 +1%
EWA
792
EverSource Wealth Advisors
Alabama
$437K -$117K -551 -22%
AFW
793
Avantra Family Wealth
Pennsylvania
$437K +$10.4K +49 +3%
NCM
794
Northside Capital Management
Oregon
$434K – – –
ACS
795
Archford Capital Strategies
Illinois
$430K +$9.13K +43 +2%
KWM
796
Keebeck Wealth Management
Illinois
$429K -$440K -2,071 -53%
AG
797
AlTi Global
New York
$426K -$82K -386 -17%
IP
798
Indivisible Partners
Florida
$421K +$89.4K +421 +30%
WSA
799
Wealth Science Advisors
Georgia
$420K +$372K +1,754 +2,339%
QWP
800
Quotient Wealth Partners
Texas
$418K +$36.3K +171 +10%
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32
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