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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
801
RFP Financial Group
Georgia
$315K – – –
FB
802
Fulton Bank
Pennsylvania
$315K -$38.6K -163 -10%
SB
803
Strategic Blueprint
Georgia
$312K -$19.4K -82 -6%
TCOV
804
Trust Company of Vermont
Vermont
$311K +$22.7K +96 +7%
HT
805
Headlands Technologies
Illinois
$311K +$327K +1,381 New
HNB
806
Huntington National Bank
Ohio
$309K -$3.79K -16 -1%
WAL
807
W Advisors LLC
Tennessee
$309K +$13K +55 +4%
ICG
808
InterOcean Capital Group
Tennessee
$308K +$18.5K +78 +6%
KI
809
Kapitalo Investimentos
Brazil
$308K +$209K +883 +182%
CAM
810
Cozad Asset Management
Illinois
$306K – – –
TFA
811
Transamerica Financial Advisors
Florida
$301K +$284K +1,197 +861%
MOS
812
MGO One Seven
Ohio
$300K +$29.6K +125 +10%
TFS
813
Thoroughbred Financial Services
Tennessee
$299K -$5.92K -25 -2%
PWM
814
Peterson Wealth Management
Nevada
$296K +$312K +1,318 New
FMLI
815
Fukoku Mutual Life Insurance
Japan
$295K -$60.4K -255 -16%
WWM
816
Western Wealth Management
Colorado
$294K +$2.6K +11 +0.8%
CWM
817
Cahaba Wealth Management
Georgia
$293K – – –
MIS
818
Morningstar Investment Services
Illinois
$292K +$309K +1,306 New
GWMR
819
GC Wealth Management RIA
Massachusetts
$291K +$307K +1,296 New
SP
820
Symmetry Partners
Connecticut
$291K -$228K -964 -43%
FBFS
821
First Business Financial Services
Wisconsin
$291K -$2.6K -11 -0.8%
BAM
822
Berkshire Asset Management
Pennsylvania
$286K -$10.9K -46 -3%
CGL
823
Clarius Group LLC
Washington
$285K -$23K -97 -7%
OWM
824
OneAscent Wealth Management
Alabama
$284K +$26.1K +110 +10%
TSWM
825
Triangle Securities Wealth Management
North Carolina
$282K +$297K +1,255 New
31 32
33
34 35