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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
826
Wayfinding Financial
Washington
$276K -$18.9K -80 -6%
RIA
827
Regal Investment Advisors
Michigan
$273K +$34.1K +144 +13%
WBC
828
Westpac Banking Corp
Australia
$272K +$86K +363 +43%
RB
829
Renasant Bank
Mississippi
$271K +$12.3K +52 +5%
CI
830
Conning Inc
Connecticut
$271K +$286K +1,206 New
NCFG
831
New Century Financial Group
New Jersey
$270K +$284K +1,201 New
ST
832
Spinnaker Trust
Maine
$269K – – –
OCBCO
833
Oversea-Chinese Banking Corp (OCBC)
Singapore
$268K +$283K +1,193 New
VFA
834
Valeo Financial Advisors
Indiana
$267K +$60.4K +255 +27%
GM
835
GeoWealth Management
Illinois
$267K +$282K +1,189 New
RBC
836
Roble Belko & Company
Pennsylvania
$266K +$5.45K +23 +2%
APW
837
Austin Private Wealth
Texas
$264K -$3.55K -15 -1%
DTL
838
Dynamic Technology Lab
Singapore
$264K +$279K +1,176 New
IP
839
Ignite Planners
California
$264K -$74.1K -313 -21%
SWS
840
SYSTM Wealth Solutions
Illinois
$263K +$47.4K +200 +21%
ONB
841
Old National Bancorp
Indiana
$262K -$52.3K -221 -16%
SW
842
SteelPeak Wealth
California
$261K -$9.71K -41 -3%
CIC
843
Carnegie Investment Counsel
Ohio
$261K +$237 +1 +0.1%
OHWA
844
Oak Hill Wealth Advisors
Virginia
$261K – – –
CHC
845
City Holding Co
West Virginia
$260K -$33.6K -142 -11%
TI
846
Truepoint Inc
Ohio
$260K – – –
FIA
847
Foundations Investment Advisors
Arizona
$258K -$18.5K -78 -7%
JIC
848
Johnson Investment Counsel
Ohio
$255K +$269K +1,136 New
MWM
849
Modera Wealth Management
New Jersey
$253K +$6.63K +28 +3%
SIM
850
Sentry Investment Management
Wisconsin
$253K -$28.7K -121 -10%
32 33
34
35 36