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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
801
Miller Investment Management
Pennsylvania
$470K – – –
GWMR
802
GC Wealth Management RIA
Massachusetts
$470K +$6.2K +22 +1%
GWP
803
Gen-Wealth Partners
Michigan
$466K +$22.6K +80 +5%
DAS
804
Dynamic Advisor Solutions
Arizona
$465K +$3.1K +11 +0.7%
BCWM
805
Bartlett & Co Wealth Management
Ohio
$464K – – –
PIM
806
Plato Investment Management
Australia
$464K – – –
FCP
807
Fidelis Capital Partners
Florida
$461K +$5.64K +20 +1%
RIA
808
Regal Investment Advisors
Michigan
$460K +$65.1K +231 +16%
QWM
809
Quadcap Wealth Management
Texas
$460K -$119K -423 -21%
MA
810
Mutual Advisors
Nebraska
$459K +$21.2K +75 +5%
MC
811
Machina Capital
France
$458K +$459K +1,626 New
MSWM
812
Mowery & Schoenfeld Wealth Management
Illinois
$450K -$12.1K -43 -3%
LIA
813
LS Investment Advisors
Michigan
$450K – – –
MWM
814
Mission Wealth Management
California
$449K +$24.8K +88 +6%
CWAG
815
Compton Wealth Advisory Group
Virginia
$448K – – –
XT
816
XTX Topco
Cayman Islands
$447K +$448K +1,588 New
CAM
817
Cozad Asset Management
Illinois
$445K – – –
PCS
818
Personal CFO Solutions
New Jersey
$443K -$33K -117 -7%
VFA
819
Values First Advisors
Tennessee
$440K -$16.4K -58 -4%
EWA
820
EverSource Wealth Advisors
Alabama
$440K +$53K +188 +14%
NWMG
821
National Wealth Management Group
Ohio
$437K +$438K +1,554 New
HPM
822
Hoxton Planning & Management
West Virginia
$437K -$282 -1 -0.1%
QWP
823
Quotient Wealth Partners
Texas
$435K -$100K -356 -19%
SAM
824
Smartleaf Asset Management
Massachusetts
$434K +$156K +553 +55%
CT
825
Caldwell Trust
Florida
$433K +$38.4K +136 +10%
31 32
33
34 35