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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
776
Conning Inc
Connecticut
$222K -$3.04K -16 -1%
GVAG
777
Great Valley Advisor Group
Delaware
$221K +$219K +1,155 New
GA
778
Geller Advisors
New York
$219K +$217K +1,146 New
CC
779
Centiva Capital
New York
$218K -$918K -4,837 -81%
MWM
780
Mission Wealth Management
California
$215K +$3.6K +19 +2%
CAG
781
Csenge Advisory Group
Florida
$214K +$213K +1,120 New
EM
782
Excalibur Management
Massachusetts
$212K +$210K +1,109 New
TW
783
Transform Wealth
Colorado
$211K -$10.6K -56 -5%
CG
784
Colony Group
Massachusetts
$211K -$759 -4 -0.4%
IIC
785
Ironwood Investment Counsel
Arizona
$210K – – –
PCM
786
Penserra Capital Management
California
$207K -$2.79M -14,693 -93%
SWM
787
SeaCrest Wealth Management
New York
$206K +$1.52K +8 +0.7%
WF
788
Wayfinding Financial
Washington
$206K +$205K +1,079 New
OCBCO
789
Oversea-Chinese Banking Corp (OCBC)
Singapore
$206K – – –
CS
790
Comerica Securities
Michigan
$205K +$34.7K +183 +21%
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$203K +1,072 New
EF
792
Empowered Funds
Pennsylvania
$204K +$203K +1,068 New
OWA
793
Opal Wealth Advisors
New York
$203K +$201K +1,062 New
SFS
794
Sowell Financial Services
Arkansas
$202K +$200K +1,054 New
GBT
795
Grove Bank & Trust
Florida
$201K -$140K -740 -41%
SXL
796
Summit X LLC
Missouri
$201K +$199K +1,049 New
CAM
797
Claret Asset Management
Quebec, Canada
$200K +$198K +1,046 New
GC
798
Garde Capital
Washington
$191K – – –
OCM
799
Osterweis Capital Management
California
$185K – – –
WOC
800
West Oak Capital
California
$184K +$19K +100 +12%
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