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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
851
Atomi Financial Group
New York
$481K -$23.8K -79 -5%
JSW
852
Journey Strategic Wealth
New Jersey
$480K +$13K +43 +3%
APW
853
Austin Private Wealth
Texas
$478K +$39.2K +130 +9%
HPM
854
Hoxton Planning & Management
West Virginia
$477K +$1.81K +6 +0.4%
WWM
855
Western Wealth Management
Colorado
$470K +$3.32K +11 +0.7%
OF
856
Optimize Financial
California
$466K +$454K +1,506 New
LFA
857
Longview Financial Advisors
Alabama
$465K – – –
FB
858
Fulton Bank
Pennsylvania
$465K +$128K +424 +39%
ACP
859
Aviance Capital Partners
Florida
$465K – – –
BFO
860
Biltmore Family Office
North Carolina
$465K – – –
WPA
861
West Paces Advisors
Georgia
$465K – – –
HWA
862
Heritage Wealth Advisors
Virginia
$464K – – –
ONSWM
863
Old North State Wealth Management
North Carolina
$464K +$4.22K +14 +0.9%
SWA
864
Stratos Wealth Advisors
Ohio
$463K +$65.7K +218 +17%
MWM
865
Modera Wealth Management
New Jersey
$461K -$11.5K -38 -2%
QWM
866
Quadcap Wealth Management
Texas
$459K -$47.6K -158 -10%
HAS
867
HBW Advisory Services
California
$455K +$120K +398 +37%
IFS
868
Ifrah Financial Services
Arkansas
$452K -$10.6K -35 -2%
TP
869
Tranquility Partners
Tennessee
$452K -$63.6K -211 -13%
CIAS
870
Capital Investment Advisory Services
North Carolina
$450K +$3.62K +12 +0.8%
KWM
871
Kingsview Wealth Management
Oregon
$448K -$13K -43 -3%
MYIA
872
Mount Yale Investment Advisors
Colorado
$447K -$137K -456 -24%
CW
873
CreativeOne Wealth
Kansas
$446K -$87.1K -289 -17%
CI
874
Conning Inc
Connecticut
$442K – – –
TF
875
Tudor Financial
Ohio
$441K -$603 -2 -0.1%
33 34
35
36 37