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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
826
Patrick M. Sweeney & Associates
Illinois
$587K – – –
FCP
827
Fidelis Capital Partners
Florida
$586K +$5.37K +17 +0.9%
WDC
828
Woodward Diversified Capital
California
$583K -$160K -506 -23%
CA
829
Commerzbank Aktiengesellschaft
Germany
$581K +$52.4K +166 +11%
CCS
830
Concentric Capital Strategies
Connecticut
$581K +$531K +1,682 New
MIM
831
Miller Investment Management
Pennsylvania
$577K – – –
TP
832
Tranquility Partners
Tennessee
$577K +$150K +476 +40%
AFG
833
Atomi Financial Group
New York
$577K +$90.7K +287 +21%
PIM
834
Plato Investment Management
Australia
$576K – – –
KP
835
Keel Point
Alabama
$573K +$163K +517 +45%
MWM
836
Mission Wealth Management
California
$573K +$14.5K +46 +3%
BCWM
837
Bartlett & Co Wealth Management
Ohio
$570K +$316 +1 +0.1%
QWM
838
Quadcap Wealth Management
Texas
$564K -$36.6K -116 -7%
SPC
839
Sigma Planning Corp
Michigan
$563K -$632 -2 -0.1%
ANBT
840
American National Bank & Trust
Texas
$562K -$85K -269 -14%
NICM
841
Neo Ivy Capital Management
New York
$561K +$513K +1,624 New
CAM
842
Cozad Asset Management
Illinois
$558K – – –
DAS
843
Dynamic Advisor Solutions
Arizona
$557K +$14.8K +47 +3%
BS
844
Banco Santander
Spain
$557K +$63.8K +202 +14%
BP
845
Ballentine Partners
Massachusetts
$556K +$125K +396 +33%
SQA
846
Simon Quick Advisors
New Jersey
$553K +$252K +798 +99%
ACG
847
Allen Capital Group
Nebraska
$553K +$10.4K +33 +2%
MSS
848
Mitchell Sinkler & Starr
Pennsylvania
$552K -$31.6K -100 -6%
LIA
849
LS Investment Advisors
Michigan
$552K – – –
ANTB
850
AMG National Trust Bank
Colorado
$544K +$948 +3 +0.2%
32 33
34
35 36