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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
776
Personal CFO Solutions
New Jersey
$425K -$7.45K -31 -2%
ANTB
777
AMG National Trust Bank
Colorado
$425K – – –
PWLP
778
Prio Wealth Limited Partnership
Massachusetts
$424K – – –
GL
779
Graypoint LLC
New York
$424K +$30K +125 +8%
AWM
780
AE Wealth Management
Kansas
$422K -$1.22M -5,087 -75%
NCFG
781
New Century Financial Group
New Jersey
$421K +$116K +484 +40%
MIM
782
Miller Investment Management
Pennsylvania
$418K – – –
ICG
783
InterOcean Capital Group
Tennessee
$418K +$72.4K +301 +22%
GWMR
784
GC Wealth Management RIA
Massachusetts
$417K +$88.9K +370 +29%
GI
785
GAMMA Investing
California
$416K +$146K +606 +57%
PIM
786
Plato Investment Management
Australia
$413K +$288K +1,197 +264%
LFA
787
Longview Financial Advisors
Alabama
$411K -$20.2K -84 -5%
MSWM
788
Mowery & Schoenfeld Wealth Management
Illinois
$411K -$39.2K -163 -9%
RFO
789
RiverGlades Family Offices
Florida
$407K – – –
CIS
790
Custom Index Systems
New York
$403K +$388K +1,612 New
NP
791
NorthRock Partners
Minnesota
$402K +$26.9K +112 +7%
LIA
792
LS Investment Advisors
Michigan
$400K – – –
MYIA
793
Mount Yale Investment Advisors
Colorado
$399K -$13.7K -57 -3%
CWAG
794
Compton Wealth Advisory Group
Virginia
$398K – – –
VC
795
Vestor Capital
Illinois
$394K -$28.6K -119 -7%
HPM
796
Hoxton Planning & Management
West Virginia
$394K +$4.57K +19 +1%
SB
797
Strategic Blueprint
Georgia
$392K +$44K +183 +13%
BIAS
798
Beacon Investment Advisory Services
New Jersey
$388K +$373K +1,550 New
RMCM
799
Reynders McVeigh Capital Management
Massachusetts
$385K -$26.9K -112 -7%
PA
800
Procyon Advisors
Connecticut
$384K -$5.05K -21 -1%
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