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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
851
Balboa Wealth Partners
Arizona
$340K -$14.9K -70 -5%
NB
852
Nicolet Bankshares
Wisconsin
$338K -$22.1K -104 -7%
PTC
853
Private Trust Company
Ohio
$337K -$25.5K -120 -8%
KP
854
Keel Point
Alabama
$337K +$311K +1,467 New
EB
855
Eastern Bank
Massachusetts
$336K -$145K -685 -32%
MWM
856
Modern Wealth Management
Kansas
$335K +$310K +1,458 New
LAM
857
L2 Asset Management
Massachusetts
$334K +$16.1K +76 +6%
CAMG
858
CWA Asset Management Group
Florida
$331K +$307K +1,444 New
IA
859
IFP Advisors
Florida
$331K -$361K -1,700 -54%
TCOTS
860
Trust Company of the South
North Carolina
$330K – – –
WWM
861
Western Wealth Management
Colorado
$330K -$14.9K -70 -5%
SPC
862
Sigma Planning Corp
Michigan
$329K +$304K +1,432 New
TF
863
Tudor Financial
Ohio
$327K – – –
I2I
864
Insight 2811 Inc
Illinois
$326K +$4.25K +20 +1%
CPC
865
Cookson Peirce & Co
Pennsylvania
$324K – – –
BTWM
866
Baker Tilly Wealth Management
Wisconsin
$322K +$297K +1,401 New
SRC
867
Shufro Rose & Co
New York
$321K – – –
CFP
868
Catalyst Financial Partners
Massachusetts
$320K +$63.7K +300 +27%
SIA
869
Strategic Investment Advisors
Michigan
$320K +$137K +644 +86%
E
870
Evansbrook
Illinois
$320K – – –
KCM
871
Kathmere Capital Management
Pennsylvania
$319K +$31.6K +149 +12%
PIM
872
Provident Investment Management
Michigan
$319K – – –
OWP
873
ORG Wealth Partners
Texas
$319K +$295K +1,391 New
MWM
874
Modera Wealth Management
New Jersey
$319K -$22.7K -107 -7%
LSPW
875
Lake Street Private Wealth
Illinois
$318K – – –
33 34
35
36 37