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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
801
AMG National Trust Bank
Colorado
$366K +$66.5K +288 +21%
DGM
802
Delta Global Management
New York
$364K -$1.14M -4,940 -75%
AAM
803
Advisors Asset Management
Colorado
$363K +$180K +781 +87%
MIM
804
Miller Investment Management
Pennsylvania
$362K – – –
LFP
805
Leeward Financial Partners
Washington
$361K -$140K -606 -27%
PIM
806
Plato Investment Management
Australia
$358K – – –
QWP
807
Quotient Wealth Partners
Texas
$357K -$63.1K -273 -14%
PMSA
808
Patrick M. Sweeney & Associates
Illinois
$356K +$8.08K +35 +2%
SW
809
SteelPeak Wealth
California
$352K +$2.77K +12 +0.7%
FMI
810
Frec Markets Inc
California
$352K +$95.9K +415 +34%
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$350K -$59.6K -258 -14%
CAAS
812
Capital Asset Advisory Services
Michigan
$347K +$1.16K +5 +0.3%
LIA
813
LS Investment Advisors
Michigan
$347K – – –
CC
814
Carlson Capital
Texas
$347K +$370K +1,600 New
IIM
815
Intact Investment Management
Quebec, Canada
$347K +$370K +1,600 New
BCWM
816
Bartlett & Co Wealth Management
Ohio
$346K +$231 +1 +0.1%
PTC
817
Private Trust Company
Ohio
$344K -$9.24K -40 -2%
AFG
818
Atomi Financial Group
New York
$344K +$65.1K +282 +22%
OC
819
Oakworth Capital
Alabama
$343K – – –
HSA
820
HBK Sorce Advisory
Pennsylvania
$343K +$45.3K +196 +13%
PWM
821
Perigon Wealth Management
California
$342K +$49.4K +214 +16%
OFS
822
OneAscent Financial Services
Alabama
$342K +$177K +768 +95%
RIG
823
RiverFront Investment Group
Virginia
$339K +$178K +769 +97%
RCM
824
Raleigh Capital Management
North Carolina
$338K -$693 -3 -0.2%
PCM
825
Polymer Capital Management
New York
$336K -$867K -3,754 -71%
31 32
33
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