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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Caldwell Trust
Florida
$433K +$38.4K +136 +10%
SHFA
827
SC&H Financial Advisors
Maryland
$429K +$2.54K +9 +0.6%
WSFS
828
Wilmington Savings Fund Society
Delaware
$427K +$428K +1,518 New
WAL
829
W Advisors LLC
Tennessee
$426K +$10.2K +36 +2%
TCOV
830
Trust Company of Vermont
Vermont
$425K – – –
ACP
831
Aviance Capital Partners
Florida
$422K – – –
MPI
832
Mairs & Power Inc
Minnesota
$422K +$423K +1,500 New
WPA
833
West Paces Advisors
Georgia
$422K +$423K +1,500 New
HNB
834
Huntington National Bank
Ohio
$422K +$40.6K +144 +11%
HWA
835
Heritage Wealth Advisors
Virginia
$421K – – –
SAW
836
Signal Advisors Wealth
Michigan
$421K +$422K +1,495 New
MOS
837
MGO One Seven
Ohio
$420K -$38.4K -136 -8%
MWM
838
Modera Wealth Management
New Jersey
$418K +$59.5K +211 +17%
CIA
839
Choate Investment Advisors
Massachusetts
$415K -$8.74K -31 -2%
AWCI
840
Alpine Woods Capital Investors
New York
$414K +$5.64K +20 +1%
LF
841
Lantz Financial
Illinois
$414K +$2.82K +10 +0.7%
RWA
842
River Wealth Advisors
Pennsylvania
$411K +$6.77K +24 +2%
ANTB
843
AMG National Trust Bank
Colorado
$410K -$68.2K -242 -14%
LSPW
844
Lake Street Private Wealth
Illinois
$404K -$106K -375 -21%
TF
845
Tudor Financial
Ohio
$401K +$402K +1,425 New
VC
846
Vestor Capital
Illinois
$399K +$11.3K +40 +3%
I2I
847
Insight 2811 Inc
Illinois
$394K – – –
HCM
848
Howard Capital Management
Georgia
$390K +$391K +1,387 New
TAM
849
Tucker Asset Management
Colorado
$388K +$47.1K +167 +14%
EI
850
Ellevest Inc
New York
$387K -$34.4K -122 -8%
32 33
34
35 36