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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Smithfield Trust
Pennsylvania
$604K – – –
EWA
802
EverSource Wealth Advisors
Alabama
$601K +$161K +554 +35%
CTA
803
Colonial Trust Advisors
South Carolina
$599K – – –
CG
804
Cynosure Group
Utah
$596K -$155K -532 -20%
PFA
805
Pathway Financial Advisors
Vermont
$596K – – –
PTC
806
Private Trust Company
Ohio
$595K -$6.98K -24 -1%
ST
807
Somerset Trust
Pennsylvania
$593K -$9.89K -34 -2%
GM
808
GeoWealth Management
Illinois
$592K -$482K -1,655 -44%
ECG
809
Edge Capital Group
Georgia
$590K -$599K -2,060 -86%
NP
810
NorthRock Partners
Minnesota
$587K +$57.6K +198 +11%
TWP
811
Tyche Wealth Partners
Texas
$587K +$602K +2,067 New
P
812
Pitcairn
Pennsylvania
$586K +$46.3K +159 +8%
CW
813
CreativeOne Wealth
Kansas
$572K +$13.4K +46 +2%
4WM
814
44 Wealth Management
Oregon
$571K -$38.1K -131 -6%
OC
815
Oakworth Capital
Alabama
$568K – – –
SC
816
Settian Capital
New York
$568K -$291K -1,000 -33%
BFO
817
Biltmore Family Office
North Carolina
$568K – – –
SI
818
Symmetry Investments
Jersey
$568K +$582K +2,000 New
CFG
819
Citizens Financial Group
Rhode Island
$567K +$246K +847 +74%
SAM
820
Smartleaf Asset Management
Massachusetts
$565K +$126K +433 +28%
FMLI
821
Fukoku Mutual Life Insurance
Japan
$563K – – –
FCP
822
Fidelis Capital Partners
Florida
$556K +$59.7K +205 +13%
HKAM
823
Horizon Kinetics Asset Management
New York
$555K – – –
EWA
824
EP Wealth Advisors
California
$555K -$65.8K -226 -10%
IW
825
IronOak Wealth
Texas
$548K +$562K +1,931 New
31 32
33
34 35