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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
826
Cadence Bank
Mississippi
$332K -$87.7K -365 -22%
TPI
827
Trust Point Inc
Wisconsin
$331K -$263K -1,093 -45%
WWM
828
Western Wealth Management
Colorado
$327K – – –
CI
829
Conning Inc
Connecticut
$326K +$23.8K +99 +8%
GWP
830
Gen-Wealth Partners
Michigan
$326K +$314K +1,305 New
SP
831
Symmetry Partners
Connecticut
$326K – – –
CWM
832
Cahaba Wealth Management
Georgia
$325K – – –
FHA
833
First Horizon Advisors
Tennessee
$324K -$26.9K -112 -8%
HNB
834
Huntington National Bank
Ohio
$324K -$19.7K -82 -6%
FBFS
835
First Business Financial Services
Wisconsin
$322K -$1.68K -7 -0.5%
AWM
836
Avior Wealth Management
Nebraska
$320K +$279K +1,162 +976%
BAM
837
Berkshire Asset Management
Pennsylvania
$318K -$721 -3 -0.2%
MPM
838
MBB Public Markets
Illinois
$317K +$305K +1,267 New
RIA
839
Regal Investment Advisors
Michigan
$316K +$11.3K +47 +4%
SCM
840
Shelton Capital Management
Colorado
$314K -$60.1K -250 -17%
TH
841
TCTC Holdings
Texas
$314K – – –
WIC
842
Wilkins Investment Counsel
Massachusetts
$313K +$300K +1,250 New
MWM
843
Modera Wealth Management
New Jersey
$312K +$28.8K +120 +11%
WFI
844
West Family Investments
California
$309K +$37.3K +155 +14%
CG
845
Cynosure Group
Utah
$309K +$297K +1,236 New
ML
846
McAdam LLC
Pennsylvania
$309K +$297K +1,234 New
PP
847
Paloma Partners
Connecticut
$308K -$517K -2,149 -64%
ACG
848
Allen Capital Group
Nebraska
$307K +$295K +1,228 New
MOS
849
MGO One Seven
Ohio
$306K -$27.2K -113 -8%
WF
850
Wayfinding Financial
Washington
$303K +$2.64K +11 +0.9%
32 33
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35 36