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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
851
Resonant Capital Advisors
Wisconsin
$343K +$317K +1,495 New
PCM
852
Penserra Capital Management
California
$342K +$10.2K +48 +3%
OFS
853
OneAscent Financial Services
Alabama
$342K -$18.7K -88 -6%
BWP
854
Balboa Wealth Partners
Arizona
$340K -$14.9K -70 -5%
NB
855
Nicolet Bankshares
Wisconsin
$338K -$22.1K -104 -7%
PTC
856
Private Trust Company
Ohio
$337K -$25.5K -120 -8%
KP
857
Keel Point
Alabama
$337K +$311K +1,467 New
EB
858
Eastern Bank
Massachusetts
$336K -$145K -685 -32%
MWM
859
Modern Wealth Management
Kansas
$335K +$310K +1,458 New
LAM
860
L2 Asset Management
Massachusetts
$334K +$16.1K +76 +6%
CAMG
861
CWA Asset Management Group
Florida
$331K +$307K +1,444 New
IA
862
IFP Advisors
Florida
$331K -$361K -1,700 -54%
TCOTS
863
Trust Company of the South
North Carolina
$330K – – –
WWM
864
Western Wealth Management
Colorado
$330K -$14.9K -70 -5%
SPC
865
Sigma Planning Corp
Michigan
$329K +$304K +1,432 New
TF
866
Tudor Financial
Ohio
$327K – – –
I2I
867
Insight 2811 Inc
Illinois
$326K +$4.25K +20 +1%
CPC
868
Cookson Peirce & Co
Pennsylvania
$324K – – –
BTWM
869
Baker Tilly Wealth Management
Wisconsin
$322K +$297K +1,401 New
SRC
870
Shufro Rose & Co
New York
$321K – – –
CFP
871
Catalyst Financial Partners
Massachusetts
$320K +$63.7K +300 +27%
SIA
872
Strategic Investment Advisors
Michigan
$320K +$137K +644 +86%
E
873
Evansbrook
Illinois
$320K – – –
KCM
874
Kathmere Capital Management
Pennsylvania
$319K +$31.6K +149 +12%
PIM
875
Provident Investment Management
Michigan
$319K – – –
33 34
35
36 37