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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
876
Essex Financial Services
Connecticut
$312K +$289K +1,359 New
HKAM
877
Horizon Kinetics Asset Management
New York
$311K -$127K -599 -31%
DWM
878
Diversify Wealth Management
Utah
$310K +$21K +99 +9%
DAS
879
Diversify Advisory Services
Utah
$310K +$260K +1,225 New
BAM
880
Berkshire Asset Management
Pennsylvania
$310K +$17.2K +81 +6%
EFH
881
Eaton Financial Holdings
Florida
$309K -$24.2K -114 -8%
IFS
882
Ifrah Financial Services
Arkansas
$308K -$7.01K -33 -2%
SL
883
Sentinus LLC
Illinois
$308K +$285K +1,341 New
VW
884
Vantus Wealth
Pennsylvania
$306K +$283K +1,334 New
PIM
885
Plato Investment Management
Australia
$306K -$66.2K -312 -19%
AP
886
Arlington Partners
Alabama
$304K +$42.5K +200 +18%
TCOV
887
Trust Company of Vermont
Vermont
$303K +$280K +1,318 New
LCS
888
Levin Capital Strategies
New York
$302K +$279K +1,315 New
HH
889
Hilltop Holdings
Texas
$298K -$4.46K -21 -2%
ML
890
McAdam LLC
Pennsylvania
$298K +$275K +1,296 New
RW
891
Ridgeline Wealth
Arizona
$297K – – –
KFP
892
Kerr Financial Planning
California
$297K -$6.16K -29 -2%
HPC
893
HM Payson & Co
Maine
$296K -$95.6K -450 -26%
GKFF
894
George Kaiser Family Foundation
Oklahoma
$296K – – –
PGCM
895
Prescott Group Capital Management
Oklahoma
$296K – – –
AO
896
Advisor OS
Illinois
$296K -$19.1K -90 -7%
MFWP
897
Mosaic Family Wealth Partners
Missouri
$295K +$273K +1,287 New
NW
898
NewEdge Wealth
Pennsylvania
$295K -$106K -498 -28%
AF
899
Advisornet Financial
Minnesota
$293K -$17.6K -83 -6%
CAG
900
Crestwood Advisors Group
Massachusetts
$290K +$67.7K +319 +34%
34 35
36
37 38