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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
Balboa Wealth Partners
Arizona
$336K -$111K -482 -24%
EI
827
Ellevest Inc
New York
$336K -$131K -566 -27%
BFO
828
Biltmore Family Office
North Carolina
$335K +$6.24K +27 +2%
GWP
829
Gateway Wealth Partners
Wisconsin
$331K +$354K +1,531 New
CW
830
CreativeOne Wealth
Kansas
$331K +$27.9K +121 +9%
CT
831
Caldwell Trust
Florida
$330K -$216K -936 -38%
KF
832
Krilogy Financial
Missouri
$327K +$337K +1,459 New
WWM
833
Western Wealth Management
Colorado
$326K – – –
LFA
834
Longview Financial Advisors
Alabama
$325K – – –
ACP
835
Aviance Capital Partners
Florida
$325K – – –
WPA
836
West Paces Advisors
Georgia
$325K – – –
JSW
837
Journey Strategic Wealth
New Jersey
$324K +$54.3K +235 +19%
MWM
838
Modera Wealth Management
New Jersey
$324K -$12.2K -53 -3%
AIM
839
Aigen Investment Management
New York
$321K -$335K -1,449 -49%
FCBT
840
First Citizens Bank & Trust
North Carolina
$318K -$34.9K -151 -9%
EFH
841
Eaton Financial Holdings
Florida
$316K +$337K +1,459 New
MG
842
Mather Group
Illinois
$316K -$219K -950 -39%
NB
843
Nicolet Bankshares
Wisconsin
$315K +$336K +1,456 New
PCM
844
Penserra Capital Management
California
$313K +$10.4K +45 +3%
BPWM
845
BCS Private Wealth Management
New Jersey
$312K +$333K +1,442 New
TCOTS
846
Trust Company of the South
North Carolina
$312K +$332K +1,439 New
RBC
847
Roble Belko & Company
Pennsylvania
$310K +$46.2K +200 +16%
TF
848
Tudor Financial
Ohio
$309K – – –
FB
849
Fulton Bank
Pennsylvania
$306K +$26.8K +116 +9%
IP
850
Indivisible Partners
Florida
$306K +$23.8K +103 +8%
32 33
34
35 36