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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
801
Capital Asset Advisory Services
Michigan
$417K +$55.2K +260 +17%
RFO
802
RiverGlades Family Offices
Florida
$415K -$52.9K -249 -12%
CIM
803
Cambria Investment Management
California
$414K +$383K +1,805 New
LS
804
Livforsakringsbolaget Skandia
Sweden
$414K – – –
CYG
805
Clean Yield Group
Vermont
$413K +$286K +1,349 +299%
MYIA
806
Mount Yale Investment Advisors
Colorado
$413K -$110K -518 -22%
DAS
807
Dynamic Advisor Solutions
Arizona
$407K +$14K +66 +4%
MSS
808
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
GAM
809
Generali Asset Management
Italy
$404K -$9.34K -44 -2%
MSWM
810
McGlone Suttner Wealth Management
Wisconsin
$403K -$2.97K -14 -0.8%
SCM
811
Shelton Capital Management
Colorado
$403K – – –
FCP
812
Fidelis Capital Partners
Florida
$402K -$6.58K -31 -2%
BCAM
813
Boston Common Asset Management
Massachusetts
$401K – – –
MCCP
814
Mission Creek Capital Partners
California
$399K – – –
RWM
815
Ritholtz Wealth Management
New York
$398K +$8.07K +38 +2%
JWM
816
Jackson Wealth Management
Florida
$398K -$5.25M -24,724 -93%
PWA
817
Pitcairn Wealth Advisors
Pennsylvania
$397K +$368K +1,731 New
RCM
818
RMR Capital Management
California
$394K +$364K +1,715 New
PMSA
819
Patrick M. Sweeney & Associates
Illinois
$393K +$13.8K +65 +4%
RIG
820
RiverFront Investment Group
Virginia
$392K +$30.6K +144 +9%
OWP
821
Obermeyer Wealth Partners
Colorado
$392K – – –
FFA
822
Fairfield Financial Advisors
Massachusetts
$390K -$765K -3,605 -68%
RT
823
Rockland Trust
Massachusetts
$389K -$38.4K -181 -10%
SG
824
StoneX Group
New York
$387K -$98.9K -466 -22%
MIM
825
Miller Investment Management
Pennsylvania
$384K – – –
31 32
33
34 35