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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
801
Grant Street Asset Management
Pennsylvania
– -$286K -2,292 Closed
GH
802
GAM Holding
Switzerland
– -$268K -2,152 Closed
SFS
803
Sowell Financial Services
Arkansas
– -$278K -1,867 Closed
TCA
804
Transcend Capital Advisors
New Jersey
– -$211K -1,688 Closed
RIM
805
Rockbridge Investment Management
New York
– -$200K -1,600 Closed
IAIM
806
International Assets Investment Management
Florida
– -$91K -736 Closed
SFA
807
Semmax Financial Advisors
North Carolina
– -$26K -207 Closed
HWMA
808
Heritage Wealth Management (Arizona)
Arizona
– -$21K -169 Closed
SWP
809
ShoreHaven Wealth Partners
New Jersey
– -$18K -147 Closed
SLF
810
Sun Life Financial
Ontario, Canada
– -$14K -115 Closed
VFA
811
Valeo Financial Advisors
Indiana
– -$14K -113 Closed
BC
812
Burleson & Co
California
– -$13K -104 Closed
WCM
813
Wealthcare Capital Management
Virginia
– -$8K -62 Closed
WAP
814
Wealthcare Advisory Partners
Pennsylvania
– -$7K -53 Closed
MWP
815
Meridian Wealth Partners
Pennsylvania
– -$4K -34 Closed
RFA
816
Reilly Financial Advisors
California
– -$3K -26 Closed
CAC
817
Certified Advisory Corp
Florida
– -$3K -24 Closed
MLFP
818
MPS Loria Financial Planners
Illinois
– -$2K -21 Closed
EP
819
Eudaimonia Partners
Tennessee
– -$2K -20 Closed
NIC
820
Northwest Investment Counselors
Oregon
– -$2K -19 Closed
SWA
821
SOA Wealth Advisors
New York
– +$707 +5 New
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