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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
876
RBF Capital
California
$225K – – –
TFA
877
Trinity Financial Advisors
Ohio
$225K – – –
KFS
878
Kaizen Financial Strategies
California
$225K +$237K +1,000 New
CAM
879
Claret Asset Management
Quebec, Canada
$222K +$1.9K +8 +0.8%
RFG
880
REAP Financial Group
Texas
$220K +$231K +976 New
CAM
881
Carret Asset Management
New York
$219K – – –
VSQM
882
V-Square Quantitative Management
Illinois
$219K – – –
CT
883
Cambridge Trust
Massachusetts
$218K +$11.1K +47 +5%
CAI
884
Capital Advisors Inc
Oklahoma
$218K +$230K +969 New
NIMI
885
Natixis Investment Managers International
France
$217K -$580K -2,450 -72%
VFA
886
Values First Advisors
Tennessee
$217K -$131K -551 -36%
VCA
887
Verdence Capital Advisors
Maryland
$217K -$2.6K -11 -1%
EWA
888
EverSource Wealth Advisors
Alabama
$216K +$16.6K +70 +8%
AWA
889
Arkadios Wealth Advisors
Georgia
$214K +$225K +951 New
JCM
890
Jacobi Capital Management
Pennsylvania
$213K -$68K -287 -23%
JWCA
891
J.W. Cole Advisors
Florida
$211K -$12.6K -53 -5%
IAG
892
Investmark Advisory Group
Connecticut
$208K +$219K +925 New
TAM
893
Tucker Asset Management
Colorado
$208K +$32K +135 +17%
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$206K +$26.5K +112 +14%
NB
895
Northwest Bancshares
Pennsylvania
$206K -$21.1K -89 -9%
MWM
896
Meridian Wealth Management
Kentucky
$205K +$214K +904 New
LSAG
897
Lake Street Advisors Group
New Hampshire
$205K +$216K +911 New
PCH
898
PGIM Custom Harvest
New Jersey
$205K +$2.13K +9 +1%
TIMH
899
Tilt Investment Management Holdings
New York
$203K +$214K +902 New
NPT
900
Nixon Peabody Trust
Massachusetts
$203K – – –
34 35
36
37 38