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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Caldwell Trust
Florida
$364K +$7.94K +32 +2%
I2I
827
Insight 2811 Inc
Illinois
$363K – – –
SRC
828
Shufro Rose & Co
New York
$363K – – –
AWCI
829
Alpine Woods Capital Investors
New York
$362K -$124K -500 -26%
VC
830
Vestor Capital
Illinois
$357K -$48.9K -197 -13%
VFA
831
Valeo Financial Advisors
Indiana
$352K +$98.5K +397 +41%
HNB
832
Huntington National Bank
Ohio
$352K +$15.4K +62 +5%
CB
833
Cadence Bank
Mississippi
$348K +$4.22K +17 +1%
CI
834
Conning Inc
Connecticut
$347K +$8.44K +34 +3%
WWM
835
Western Wealth Management
Colorado
$339K – – –
SP
836
Symmetry Partners
Connecticut
$338K – – –
RMCM
837
Reynders McVeigh Capital Management
Massachusetts
$337K -$59K -238 -15%
JSW
838
Journey Strategic Wealth
New Jersey
$334K +$320K +1,290 New
ACG
839
Allen Capital Group
Nebraska
$334K +$15.1K +61 +5%
MWM
840
Modera Wealth Management
New Jersey
$331K +$7.44K +30 +2%
BAM
841
Berkshire Asset Management
Pennsylvania
$329K – – –
SCM
842
Shelton Capital Management
Colorado
$326K – – –
TH
843
TCTC Holdings
Texas
$325K – – –
WIC
844
Wilkins Investment Counsel
Massachusetts
$324K – – –
SP
845
Successful Portfolios
Florida
$323K -$116K -469 -27%
WF
846
Wayfinding Financial
Washington
$318K -$3.23K -13 -1%
WFI
847
West Family Investments
California
$318K -$2.48K -10 -0.8%
TFS
848
Thoroughbred Financial Services
Tennessee
$317K +$304K +1,225 New
SWA
849
Stratos Wealth Advisors
Ohio
$317K -$41.9K -169 -12%
SPWG
850
Syntegra Private Wealth Group
Missouri
$317K +$8.68K +35 +3%
32 33
34
35 36