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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
801
Sargent Bickham Lagudis
Colorado
$11K – – –
SGAM
802
Smith Group Asset Management
Texas
$11K +$980 +6 +11%
JWA
803
JFS Wealth Advisors
Pennsylvania
$11K +$3.6K +22 +52%
EBA
804
Eagle Bay Advisors
New York
$10K -$8.01K -49 -45%
MCM
805
MV Capital Management
Maryland
$10K +$1.96K +12 +25%
RCM
806
Raleigh Capital Management
North Carolina
$10K +$9.64K +59 New
UCB
807
United Community Bank
South Carolina
$9.33K +$8.99K +55 New
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$4.08K +25 +86%
WWM
809
Wolff Wiese Magana
California
$9K +$8.99K +55 New
TFO
810
Tarbox Family Office
California
$8K +$1.14K +7 +17%
LF
811
Lee Financial
Texas
$8K +$8.01K +49 New
RPCONE
812
Retirement Planning Company of New England
Rhode Island
$8K +$8.17K +50 New
GFPC
813
Global Financial Private Client
Florida
$7.3K – – –
AS
814
Altshuler Shaham
Israel
$7K -$720K -4,406 -99%
SWA
815
SOA Wealth Advisors
New York
$7K – – –
PMFA
816
Plante Moran Financial Advisors
Michigan
$7K +$2.62K +16 +64%
DHGWA
817
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$6.7K +41 New
ETC
818
Exchange Traded Concepts
Oklahoma
$7K +$7.19K +44 New
BIA
819
Bell Investment Advisors
California
$6K +$3.27K +20 +118%
TSWM
820
Tyler-Stone Wealth Management
Ohio
$5K +$4.9K +30 New
RWM
821
Raffa Wealth Management
District of Columbia
$4.41K – – –
CAC
822
Core Alternative Capital
Georgia
$4K +$3.76K +23 New
CA
823
CoreCap Advisors
Michigan
$4K +$3.92K +24 New
EWM
824
Elmwood Wealth Management
California
$4K +$4.08K +25 New
EPM
825
Equitec Proprietary Markets
Illinois
$3K +$2.94K +18 New
31 32
33
34 35