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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
876
ORG Wealth Partners
Texas
$319K +$295K +1,391 New
MWM
877
Modera Wealth Management
New Jersey
$319K -$22.7K -107 -7%
LSPW
878
Lake Street Private Wealth
Illinois
$318K – – –
EFS
879
Essex Financial Services
Connecticut
$312K +$289K +1,359 New
HKAM
880
Horizon Kinetics Asset Management
New York
$311K -$127K -599 -31%
DWM
881
Diversify Wealth Management
Utah
$310K +$21K +99 +9%
DAS
882
Diversify Advisory Services
Utah
$310K +$260K +1,225 New
BAM
883
Berkshire Asset Management
Pennsylvania
$310K +$17.2K +81 +6%
EFH
884
Eaton Financial Holdings
Florida
$309K -$24.2K -114 -8%
IFS
885
Ifrah Financial Services
Arkansas
$308K -$7.01K -33 -2%
SL
886
Sentinus LLC
Illinois
$308K +$285K +1,341 New
VW
887
Vantus Wealth
Pennsylvania
$306K +$283K +1,334 New
PIM
888
Plato Investment Management
Australia
$306K -$66.2K -312 -19%
AP
889
Arlington Partners
Alabama
$304K +$42.5K +200 +18%
TCOV
890
Trust Company of Vermont
Vermont
$303K +$280K +1,318 New
LCS
891
Levin Capital Strategies
New York
$302K +$279K +1,315 New
HH
892
Hilltop Holdings
Texas
$298K -$4.46K -21 -2%
ML
893
McAdam LLC
Pennsylvania
$298K +$275K +1,296 New
RW
894
Ridgeline Wealth
Arizona
$297K – – –
KFP
895
Kerr Financial Planning
California
$297K -$6.16K -29 -2%
HPC
896
HM Payson & Co
Maine
$296K -$95.6K -450 -26%
GKFF
897
George Kaiser Family Foundation
Oklahoma
$296K – – –
PGCM
898
Prescott Group Capital Management
Oklahoma
$296K – – –
AO
899
Advisor OS
Illinois
$296K -$19.1K -90 -7%
MFWP
900
Mosaic Family Wealth Partners
Missouri
$295K +$273K +1,287 New
34 35
36
37 38