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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Advyzon Investment Management
Illinois
$378K +$387K +1,460 New
IFS
852
Ifrah Financial Services
Arkansas
$375K -$2.91K -11 -0.8%
SAG
853
SageView Advisory Group
California
$373K -$29.9K -113 -7%
SAM
854
Sawgrass Asset Management
Florida
$372K -$249K -941 -40%
CI
855
Conning Inc
Connecticut
$370K +$265 +1 +0.1%
HSA
856
HBK Sorce Advisory
Pennsylvania
$369K +$94K +355 +30%
TF
857
Tudor Financial
Ohio
$369K – – –
HAS
858
HBW Advisory Services
California
$368K -$12.4K -47 -3%
BC
859
Burney Company
Virginia
$367K -$328K -1,240 -47%
KWM
860
Kingsview Wealth Management
Oregon
$367K -$7.68K -29 -2%
CPC
861
Cookson Peirce & Co
Pennsylvania
$365K -$86.6K -327 -19%
CW
862
CreativeOne Wealth
Kansas
$364K -$8.74K -33 -2%
SAI
863
Savvy Advisors Inc
New York
$363K +$44.2K +167 +14%
ANTB
864
AMG National Trust Bank
Colorado
$362K -$57.2K -216 -13%
I2I
865
Insight 2811 Inc
Illinois
$362K – – –
SRC
866
Shufro Rose & Co
New York
$362K – – –
CIM
867
Catalyst Investment Management
New Hampshire
$362K +$371K +1,400 New
PCM
868
Penserra Capital Management
California
$362K -$265 -1 -0.1%
AWCI
869
Alpine Woods Capital Investors
New York
$361K -$3.71K -14 -1%
E
870
Evansbrook
Illinois
$360K +$369K +1,392 New
PIM
871
Provident Investment Management
Michigan
$360K +$368K +1,391 New
VFA
872
Valeo Financial Advisors
Indiana
$360K -$106K -400 -22%
LSPW
873
Lake Street Private Wealth
Illinois
$359K – – –
SFS
874
Sowell Financial Services
Arkansas
$358K -$69.6K -263 -16%
GVAG
875
Great Valley Advisor Group
Delaware
$354K -$673K -2,543 -65%
33 34
35
36 37