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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
776
CreativeOne Wealth
Kansas
$459K -$137K -553 -24%
QCG
777
Quadrant Capital Group
Ohio
$456K +$5.95K +24 +1%
CPC
778
Cookson Peirce & Co
Pennsylvania
$454K -$744 -3 -0.2%
BCAM
779
Boston Common Asset Management
Massachusetts
$453K -$10.4K -42 -2%
OWP
780
Obermeyer Wealth Partners
Colorado
$450K – – –
EH
781
Equitable Holdings
New York
$449K -$21.8K -88 -5%
FIM
782
Freedom Investment Management
Connecticut
$448K -$3.47K -14 -0.8%
AIM
783
Allen Investment Management
New York
$446K +$427K +1,720 New
SSA
784
Schonfeld Strategic Advisors
New York
$445K +$426K +1,718 New
PMSA
785
Patrick M. Sweeney & Associates
Illinois
$445K – – –
FCP
786
Fidelis Capital Partners
Florida
$444K +$41.4K +167 +12%
SB
787
Simmons Bank
Arkansas
$443K -$15.1K -61 -3%
IFS
788
Ifrah Financial Services
Arkansas
$442K -$248 -1 -0.1%
ANTB
789
AMG National Trust Bank
Colorado
$441K – – –
BCV
790
Banque Cantonale Vaudoise
Switzerland
$440K +$420K +1,694 New
PWLP
791
Prio Wealth Limited Partnership
Massachusetts
$440K – – –
PCS
792
Personal CFO Solutions
New Jersey
$439K -$1.99K -8 -0.5%
MIM
793
Miller Investment Management
Pennsylvania
$434K – – –
PIM
794
Plato Investment Management
Australia
$428K – – –
BCWM
795
Bartlett & Co Wealth Management
Ohio
$428K -$38.2K -154 -9%
JF
796
Jump Financial
Illinois
$427K -$204K -822 -33%
GWMR
797
GC Wealth Management RIA
Massachusetts
$427K -$4.71K -19 -1%
RFO
798
RiverGlades Family Offices
Florida
$427K +$248 +1 +0.1%
MSWM
799
Mowery & Schoenfeld Wealth Management
Illinois
$426K – – –
MA
800
Mutual Advisors
Nebraska
$425K +$26K +105 +7%
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32
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