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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
851
Sandy Spring Bank
Maryland
$315K +$294K +1,184 +4,083%
WBC
852
Westpac Banking Corp
Australia
$314K – – –
TAM
853
Tucker Asset Management
Colorado
$314K +$18.9K +76 +7%
CCM
854
Carderock Capital Management
Maryland
$311K – – –
SG
855
StoneX Group
New York
$311K +$24.3K +98 +9%
IP
856
Ignite Planners
California
$310K +$3.72K +15 +1%
ST
857
Spinnaker Trust
Maine
$310K – – –
CPC
858
Consolidated Planning Corp
Georgia
$309K +$296K +1,192 New
HSA
859
HBK Sorce Advisory
Pennsylvania
$308K +$14.6K +59 +5%
FHA
860
First Horizon Advisors
Tennessee
$306K -$28.5K -115 -9%
MCM
861
Manchester Capital Management
Vermont
$301K +$31K +125 +12%
OHWA
862
Oak Hill Wealth Advisors
Virginia
$301K +$288K +1,159 New
FB
863
Fulton Bank
Pennsylvania
$299K -$3.23K -13 -1%
WFP
864
Wrenne Financial Planning
Kentucky
$299K – – –
HH
865
Hilltop Holdings
Texas
$299K +$28.8K +116 +11%
KCM
866
Kathmere Capital Management
Pennsylvania
$299K +$286K +1,153 New
OAS
867
Optivise Advisory Services
Tennessee
$299K +$286K +1,152 New
FIA
868
Foundations Investment Advisors
Arizona
$298K +$22.8K +92 +9%
SWM
869
SeaCrest Wealth Management
New York
$296K +$3.47K +14 +1%
KP
870
Keel Point
Alabama
$292K +$43.9K +177 +21%
GCM
871
Graham Capital Management
Connecticut
$292K +$280K +1,127 New
KIG
872
Kowal Investment Group
Wisconsin
$291K -$13.9K -56 -5%
RBC
873
Roble Belko & Company
Pennsylvania
$291K – – –
EWA
874
EP Wealth Advisors
California
$291K +$48.9K +197 +21%
JCM
875
Jacobi Capital Management
Pennsylvania
$290K +$248 +1 +0.1%
33 34
35
36 37