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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Drive Wealth Management
Utah
$547K -$11.3K -39 -2%
GL
827
Graypoint LLC
New York
$546K +$9.31K +32 +2%
LCWP
828
Legacy Capital Wealth Partners
Arkansas
$542K +$12.5K +43 +2%
CSP
829
Cary Street Partners
Virginia
$541K +$555K +1,906 New
WI
830
WrapManager Inc
California
$538K -$376K -1,292 -41%
ANBT
831
American National Bank & Trust
Texas
$538K +$46.3K +159 +9%
NCM
832
Northside Capital Management
Oregon
$537K – – –
HIA
833
Harbor Investment Advisory
Maryland
$533K +$582 +2 +0.1%
EH
834
Equitable Holdings
New York
$531K +$33.8K +116 +7%
MA
835
Mutual Advisors
Nebraska
$530K +$56.2K +193 +12%
RFO
836
RiverGlades Family Offices
Florida
$529K +$26.5K +91 +5%
ILI
837
Invesco LLC (Illinois)
Illinois
$528K +$17.2K +59 +3%
WA
838
Waverly Advisors
Alabama
$517K +$530K +1,822 New
TTWM
839
TCV Trust & Wealth Management
Virginia
$516K – – –
PCS
840
Personal CFO Solutions
New Jersey
$515K +$69.6K +239 +15%
IWC
841
Integrated Wealth Concepts
Massachusetts
$514K -$22.4K -77 -4%
LS
842
Livforsakringsbolaget Skandia
Sweden
$513K – – –
RIL
843
Rothschild Investment LLC
Illinois
$512K -$211K -725 -29%
OWP
844
Obermeyer Wealth Partners
Colorado
$512K +$19.2K +66 +4%
ZB
845
Zions Bancorporation
Utah
$511K +$470K +1,614 +863%
ACS
846
Archford Capital Strategies
Illinois
$511K +$582 +2 +0.1%
LF
847
Lantz Financial
Illinois
$508K +$92.8K +319 +22%
SB
848
Simmons Bank
Arkansas
$508K – – –
MPI
849
Mairs & Power Inc
Minnesota
$504K +$80.3K +276 +18%
QCG
850
Quadrant Capital Group
Ohio
$499K +$2.62K +9 +0.5%
32 33
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35 36