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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$676K +$4.95K +17 +0.7%
SWM
777
Spire Wealth Management
Virginia
$674K +$84.1K +289 +14%
DT
778
Diversified Trust
Tennessee
$669K +$36.1K +124 +6%
EFL
779
ERn Financial LLC
Wisconsin
$666K +$5.53K +19 +0.8%
FFM
780
Forum Financial Management
Illinois
$666K +$873 +3 +0.1%
LOPW
781
Live Oak Private Wealth
North Carolina
$665K +$37.5K +129 +6%
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$664K +$23.3K +80 +4%
SC
783
Syon Capital
California
$663K -$11.1K -38 -2%
CAAS
784
Capital Asset Advisory Services
Michigan
$661K -$19.2K -66 -3%
ISL
785
Ingalls & Snyder LLC
New York
$660K +$1.46K +5 +0.2%
CG
786
Clifford Group
Massachusetts
$658K +$4.95K +17 +0.7%
PMA
787
Prudent Man Advisors
Illinois
$658K -$29.4K -101 -4%
EDRH
788
Edmond de Rothschild Holding
Switzerland
$653K -$79.2K -272 -11%
MA
789
Montag & Associates
Georgia
$653K – – –
PFC
790
Phocas Financial Corp
California
$653K – – –
CCB
791
Country Club Bank
Missouri
$648K – – –
VSQM
792
V-Square Quantitative Management
Illinois
$643K +$28.2K +97 +4%
IAN
793
Integrated Advisors Network
Texas
$639K +$655K +2,251 New
BWP
794
Balboa Wealth Partners
Arizona
$639K +$23.9K +82 +4%
ACA
795
Aptus Capital Advisors
Alabama
$630K +$107K +367 +20%
HIC
796
Hartline Investment Corp
Illinois
$624K – – –
WDC
797
Woodward Diversified Capital
California
$623K -$508K -1,747 -44%
HCM
798
Howard Capital Management
Georgia
$622K +$235K +806 +58%
SYBT
799
Stock Yards Bank & Trust
Kentucky
$620K -$23.9K -82 -4%
APW
800
Austin Private Wealth
Texas
$614K +$89.6K +308 +17%
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