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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
826
Aventura Private Wealth
Florida
$375K -$127K -600 -27%
OC
827
Oakworth Capital
Alabama
$372K +$1.49K +7 +0.4%
SSA
828
Shepherd Street Advisors
California
$369K -$92.8K -437 -23%
7WCP
829
71 West Capital Partners
Massachusetts
$368K +$128K +605 +61%
LIA
830
LS Investment Advisors
Michigan
$367K – – –
AFG
831
Atomi Financial Group
New York
$367K +$1.91K +9 +0.6%
OAM
832
Oppenheimer Asset Management
New York
$360K -$57.8K -272 -15%
LFP
833
Leeward Financial Partners
Washington
$358K -$22.5K -106 -6%
AFA
834
AA Financial Advisors
Ohio
$357K +$73.9K +348 +29%
BFO
835
Biltmore Family Office
North Carolina
$355K – – –
RCM
836
Raleigh Capital Management
North Carolina
$353K -$5.1K -24 -2%
CSPIA
837
Cary Street Partners Investment Advisory
Virginia
$352K -$17K -80 -5%
MM
838
MQS Management
New York
$351K +$324K +1,527 New
SCA
839
Snowden Capital Advisors
New York
$348K -$77.1K -363 -19%
WPA
840
West Paces Advisors
Georgia
$347K +$2.12K +10 +0.7%
ANTB
841
AMG National Trust Bank
Colorado
$346K -$38.4K -181 -11%
EI
842
Ellevest Inc
New York
$345K -$10.2K -48 -3%
CAM
843
Cozad Asset Management
Illinois
$345K -$319K -1,500 -50%
LFA
844
Longview Financial Advisors
Alabama
$345K – – –
PAG
845
Private Advisory Group
Washington
$344K -$43.3K -204 -12%
CC
846
Carlson Capital
Texas
$344K -$21.2K -100 -6%
HWA
847
Heritage Wealth Advisors
Virginia
$344K -$180K -848 -36%
RCA
848
Resonant Capital Advisors
Wisconsin
$343K +$317K +1,495 New
PCM
849
Penserra Capital Management
California
$342K +$10.2K +48 +3%
OFS
850
OneAscent Financial Services
Alabama
$342K -$18.7K -88 -6%
32 33
34
35 36