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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
776
West Branch Capital
Massachusetts
$355K -$47.4K -200 -11%
RWA
777
River Wealth Advisors
Pennsylvania
$355K -$11.1K -47 -3%
GL
778
Graypoint LLC
New York
$353K +$29.1K +123 +8%
LCWP
779
Legacy Capital Wealth Partners
Arkansas
$353K -$4.74K -20 -1%
BHCM
780
Brevan Howard Capital Management
Jersey
$351K +$370K +1,562 New
HPM
781
Hoxton Planning & Management
West Virginia
$350K -$69.2K -292 -16%
IWC
782
Integrated Wealth Concepts
Massachusetts
$350K -$326K -1,376 -47%
PA
783
Procyon Advisors
Connecticut
$350K +$19.4K +82 +6%
EH
784
Equitable Holdings
New York
$344K +$12.8K +54 +4%
OWA
785
Opal Wealth Advisors
New York
$341K +$42.6K +180 +13%
SCM
786
Shelton Capital Management
Colorado
$339K – – –
HWA
787
Heritage Wealth Advisors
Virginia
$337K – – –
NP
788
NorthRock Partners
Minnesota
$337K +$355K +1,497 New
BBA
789
Braun-Bostich & Associates
Pennsylvania
$333K +$351K +1,483 New
CWM
790
Centric Wealth Management
Illinois
$332K +$3.55K +15 +1%
NL
791
NVWM LLC
Pennsylvania
$331K +$2.13K +9 +0.6%
PA
792
Pinnacle Associates
New York
$330K -$20.8K -88 -6%
LF
793
Lantz Financial
Illinois
$329K +$346K +1,462 New
MA
794
Mutual Advisors
Nebraska
$323K +$1.42K +6 +0.4%
CIA
795
Choate Investment Advisors
Massachusetts
$323K +$10.7K +45 +3%
FCP
796
Fidelis Capital Partners
Florida
$321K +$23.9K +101 +8%
SRC
797
Shufro Rose & Co
New York
$319K – – –
FHA
798
First Horizon Advisors
Tennessee
$317K -$62.1K -262 -16%
MWM
799
Mission Wealth Management
California
$316K +$59.5K +251 +22%
RFG
800
RFP Financial Group
Georgia
$315K – – –
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