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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
801
Livforsakringsbolaget Skandia
Sweden
$414K – – –
CYG
802
Clean Yield Group
Vermont
$413K +$286K +1,349 +299%
MYIA
803
Mount Yale Investment Advisors
Colorado
$413K -$110K -518 -22%
DAS
804
Dynamic Advisor Solutions
Arizona
$407K +$14K +66 +4%
MSS
805
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
GAM
806
Generali Asset Management
Italy
$404K -$9.34K -44 -2%
MSWM
807
McGlone Suttner Wealth Management
Wisconsin
$403K -$2.97K -14 -0.8%
SCM
808
Shelton Capital Management
Colorado
$403K – – –
FCP
809
Fidelis Capital Partners
Florida
$402K -$6.58K -31 -2%
BCAM
810
Boston Common Asset Management
Massachusetts
$401K – – –
MCCP
811
Mission Creek Capital Partners
California
$399K – – –
RWM
812
Ritholtz Wealth Management
New York
$398K +$8.07K +38 +2%
JWM
813
Jackson Wealth Management
Florida
$398K -$5.25M -24,724 -93%
PWA
814
Pitcairn Wealth Advisors
Pennsylvania
$397K +$368K +1,731 New
RCM
815
RMR Capital Management
California
$394K +$364K +1,715 New
PMSA
816
Patrick M. Sweeney & Associates
Illinois
$393K +$13.8K +65 +4%
RIG
817
RiverFront Investment Group
Virginia
$392K +$30.6K +144 +9%
OWP
818
Obermeyer Wealth Partners
Colorado
$392K – – –
FFA
819
Fairfield Financial Advisors
Massachusetts
$390K -$765K -3,605 -68%
RT
820
Rockland Trust
Massachusetts
$389K -$38.4K -181 -10%
SG
821
StoneX Group
New York
$387K -$98.9K -466 -22%
MIM
822
Miller Investment Management
Pennsylvania
$384K – – –
BCWM
823
Bartlett & Co Wealth Management
Ohio
$382K -$1.49K -7 -0.4%
BF
824
BOK Financial
Oklahoma
$381K -$94.1K -443 -21%
SACTSONJ
825
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$378K -$19.3K -91 -5%
31 32
33
34 35