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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
851
SteelPeak Wealth
California
$386K +$74.7K +265 +24%
WWM
852
Western Wealth Management
Colorado
$385K +$16.6K +59 +5%
VFA
853
Valeo Financial Advisors
Indiana
$385K +$2.26K +8 +0.6%
JSW
854
Journey Strategic Wealth
New Jersey
$381K +$18.6K +66 +5%
ACG
855
Allen Capital Group
Nebraska
$376K +$13K +46 +4%
CI
856
Conning Inc
Connecticut
$375K -$1.41K -5 -0.4%
AFG
857
Atomi Financial Group
New York
$371K +$87.1K +309 +31%
AA
858
Advisory Alpha
Michigan
$366K +$125K +443 +52%
AM
859
AGF Management
Ontario, Canada
$366K +$367K +1,302 New
SRC
860
Shufro Rose & Co
New York
$363K – – –
SWA
861
Stratos Wealth Advisors
Ohio
$363K +$18.9K +67 +5%
SCM
862
Shelton Capital Management
Colorado
$353K – – –
CB
863
Cadence Bank
Mississippi
$352K -$25.7K -91 -7%
VAG
864
VisionPoint Advisory Group
Texas
$352K +$68.5K +243 +24%
RMCM
865
Reynders McVeigh Capital Management
Massachusetts
$352K -$14.1K -50 -4%
WIC
866
Wilkins Investment Counsel
Massachusetts
$352K – – –
WFI
867
West Family Investments
California
$351K +$6.49K +23 +2%
SP
868
Successful Portfolios
Florida
$350K -$564 -2 -0.2%
OAM
869
Oxford Asset Management
United Kingdom
$349K +$350K +1,240 New
SPWG
870
Syntegra Private Wealth Group
Missouri
$344K – – –
SSB
871
Sandy Spring Bank
Maryland
$341K – – –
WBC
872
Westpac Banking Corp
Australia
$341K – – –
PPC
873
Park Place Capital
Alabama
$340K -$66K -234 -16%
CCM
874
Carderock Capital Management
Maryland
$338K – – –
ST
875
Spinnaker Trust
Maine
$336K – – –
33 34
35
36 37