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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$557K +$21.7K +72 +4%
SWP
802
Sagespring Wealth Partners
Tennessee
$557K +$11.5K +38 +2%
TWC
803
TD Waterhouse Canada
Ontario, Canada
$556K -$3.38M -11,208 -86%
VFA
804
Valeo Financial Advisors
Indiana
$555K +$56.1K +186 +12%
MSS
805
Mitchell Sinkler & Starr
Pennsylvania
$554K – – –
CI
806
CX Institutional
Indiana
$552K +$10.9K +36 +2%
SF
807
Summit Financial
New Jersey
$550K -$288K -954 -35%
GM
808
GeoWealth Management
Illinois
$550K -$17.2K -57 -3%
MSWM
809
McGlone Suttner Wealth Management
Wisconsin
$549K +$301 +1 +0.1%
OWP
810
Obermeyer Wealth Partners
Colorado
$545K +$6.33K +21 +1%
SCM
811
Shelton Capital Management
Colorado
$544K – – –
BCAM
812
Boston Common Asset Management
Massachusetts
$541K – – –
CPC
813
Cookson Peirce & Co
Pennsylvania
$538K – – –
QIM
814
Quantitative Investment Management
Virginia
$538K +$524K +1,738 New
NPT
815
Nixon Peabody Trust
Massachusetts
$534K -$82.9K -275 -14%
ILI
816
Invesco LLC (Illinois)
Illinois
$534K +$19.6K +65 +4%
EI
817
Ellevest Inc
New York
$533K +$16.3K +54 +3%
CA
818
Commerzbank Aktiengesellschaft
Germany
$521K – – –
PMSA
819
Patrick M. Sweeney & Associates
Illinois
$519K – – –
DWM
820
Drive Wealth Management
Utah
$518K -$66K -219 -12%
MIM
821
Miller Investment Management
Pennsylvania
$518K – – –
OWM
822
OneAscent Wealth Management
Alabama
$515K +$6.33K +21 +1%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$515K +$3.62K +12 +0.7%
HCPC
824
Hamilton Capital Partners (Canada)
$514K +$500K +1,660 New
RIL
825
Rothschild Investment LLC
Illinois
$513K -$15.1K -50 -3%
31 32
33
34 35