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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
826
West Oak Capital
California
$219K – – –
TF
827
Trek Financial
Arizona
$218K -$28.9K -129 -12%
MLA
828
My Legacy Advisors
Oregon
$218K -$8.28K -37 -4%
DC
829
Diametric Capital
Massachusetts
$216K +$212K +948 New
GA
830
Geller Advisors
New York
$216K -$41.2K -184 -16%
VFA
831
Valeo Financial Advisors
Indiana
$213K +$209K +933 New
LJAC
832
L.J. Altfest & Co
New York
$211K -$69.4K -310 -25%
CT
833
Cambridge Trust
Massachusetts
$210K -$31.8K -142 -13%
CBNLCF
834
Cognios Beta Neutral Large Cap Fund
Kansas
$209K -$613K -2,740 -75%
LFA
835
Legacy Financial Advisors
Kentucky
$209K +$205K +916 New
KIG
836
Kowal Investment Group
Wisconsin
$208K +$204K +911 New
PCH
837
PGIM Custom Harvest
New Jersey
$206K +$202K +902 New
NPT
838
Nixon Peabody Trust
Massachusetts
$205K +$202K +901 New
GCMG
839
Gyroscope Capital Management Group
Florida
$205K +$201K +900 New
PIA
840
Pinion Investment Advisors
Kansas
$204K +$200K +895 New
FCBT
841
First Citizens Bank & Trust
North Carolina
$204K +$200K +893 New
EWA
842
EverSource Wealth Advisors
Alabama
$203K +$7.83K +35 +4%
CS
843
Comerica Securities
Michigan
$202K -$13K -58 -6%
CC
844
Centiva Capital
New York
$201K +$197K +882 New
OCM
845
Osterweis Capital Management
California
$198K – – –
WBC
846
Westpac Banking Corp
Australia
$193K +$30.4K +136 +19%
MPWT
847
MassMutual Private Wealth & Trust
Connecticut
$184K +$6.27K +28 +4%
TAM
848
Tucker Asset Management
Colorado
$180K +$20.8K +93 +13%
RMC
849
Resources Management Corp
Connecticut
$180K -$22.2K -99 -11%
TC
850
Trust Company
Kansas
$168K – – –
32 33
34
35 36