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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
801
Mitchell Sinkler & Starr
Pennsylvania
$455K -$7.94K -30 -2%
MSWM
802
McGlone Suttner Wealth Management
Wisconsin
$454K -$3.97K -15 -0.8%
SCM
803
Shelton Capital Management
Colorado
$454K – – –
BCAM
804
Boston Common Asset Management
Massachusetts
$452K – – –
DAS
805
Dynamic Advisor Solutions
Arizona
$451K -$14.6K -55 -3%
GM
806
GeoWealth Management
Illinois
$451K -$8.47K -32 -2%
JCM
807
Jacobi Capital Management
Pennsylvania
$450K +$209K +790 +83%
OWP
808
Obermeyer Wealth Partners
Colorado
$450K -$5.56K -21 -1%
APW
809
Austin Private Wealth
Texas
$449K +$50.3K +190 +12%
RIL
810
Rothschild Investment LLC
Illinois
$445K +$16.4K +62 +4%
OBAM
811
ODDO BHF Asset Management
France
$440K -$874K -3,303 -66%
RT
812
Rockland Trust
Massachusetts
$440K +$450K +1,699 New
AFA
813
AA Financial Advisors
Ohio
$436K +$19.1K +72 +4%
CA
814
Commerzbank Aktiengesellschaft
Germany
$435K – – –
MIM
815
Miller Investment Management
Pennsylvania
$433K – – –
BCWM
816
Bartlett & Co Wealth Management
Ohio
$432K +$2.12K +8 +0.5%
AWA
817
Aaron Wealth Advisors
Illinois
$430K +$64.1K +242 +17%
PIM
818
Plato Investment Management
Australia
$430K – – –
CP
819
Clarendon Private
Massachusetts
$426K -$93.7K -354 -18%
PTC
820
Private Trust Company
Ohio
$421K -$99.5K -376 -19%
WWM
821
Wolff Wiese Magana
California
$420K -$65.4K -247 -13%
FCBT
822
First Citizens Bank & Trust
North Carolina
$419K -$10.2M -38,636 -96%
BRWA
823
B. Riley Wealth Advisors
Florida
$419K -$477K -1,802 -53%
SW
824
SteelPeak Wealth
California
$418K -$79.2K -299 -16%
PMSA
825
Patrick M. Sweeney & Associates
Illinois
$417K -$17.2K -65 -4%
31 32
33
34 35