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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$425K -$95.3K -384 -19%
LFA
802
Longview Financial Advisors
Alabama
$425K -$1.74K -7 -0.4%
MOS
803
MGO One Seven
Ohio
$422K +$101K +406 +33%
VFA
804
Values First Advisors
Tennessee
$421K +$34K +137 +9%
LIA
805
LS Investment Advisors
Michigan
$415K – – –
CWAG
806
Compton Wealth Advisory Group
Virginia
$413K – – –
CAM
807
Cozad Asset Management
Illinois
$410K +$54.6K +220 +16%
GWP
808
Gen-Wealth Partners
Michigan
$404K +$62.8K +253 +19%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$404K +$1.74K +7 +0.5%
HPM
810
Hoxton Planning & Management
West Virginia
$403K -$5.46K -22 -1%
PA
811
Procyon Advisors
Connecticut
$400K +$1.74K +7 +0.5%
SB
812
Strategic Blueprint
Georgia
$396K -$10.7K -43 -3%
SHFA
813
SC&H Financial Advisors
Maryland
$393K -$58.3K -235 -13%
TCOV
814
Trust Company of Vermont
Vermont
$391K +$37.2K +150 +11%
MWM
815
Mission Wealth Management
California
$391K +$5.21K +21 +1%
CIA
816
Choate Investment Advisors
Massachusetts
$391K +$23.8K +96 +7%
EWA
817
EverSource Wealth Advisors
Alabama
$389K +$79.1K +319 +30%
ACP
818
Aviance Capital Partners
Florida
$389K -$2.98K -12 -0.8%
EI
819
Ellevest Inc
New York
$389K -$147K -593 -28%
HWA
820
Heritage Wealth Advisors
Virginia
$388K – – –
WAL
821
W Advisors LLC
Tennessee
$383K +$22.3K +90 +6%
LF
822
Lantz Financial
Illinois
$379K +$4.22K +17 +1%
PPC
823
Park Place Capital
Alabama
$374K -$295K -1,191 -45%
RWA
824
River Wealth Advisors
Pennsylvania
$372K -$22.3K -90 -6%
RIA
825
Regal Investment Advisors
Michigan
$364K +$35.5K +143 +11%
31 32
33
34 35