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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
876
Lake Street Private Wealth
Illinois
$458K +$50.9K +175 +12%
FIM
877
Freedom Investment Management
Connecticut
$457K -$41.9K -144 -8%
LIA
878
LS Investment Advisors
Michigan
$454K – – –
QWP
879
Quotient Wealth Partners
Texas
$454K +$16K +55 +4%
OWM
880
OneAscent Wealth Management
Alabama
$452K -$174K -599 -27%
CWAG
881
Compton Wealth Advisory Group
Virginia
$452K – – –
GWP
882
Gen-Wealth Partners
Michigan
$447K -$18.6K -64 -4%
ANTB
883
AMG National Trust Bank
Colorado
$447K +$33.5K +115 +8%
ACG
884
Allen Capital Group
Nebraska
$446K +$68.4K +235 +18%
FWM
885
FFT Wealth Management
Pennsylvania
$445K +$228K +783 +100%
DAS
886
Dynamic Advisor Solutions
Arizona
$445K -$24.4K -84 -5%
PCM
887
Penserra Capital Management
California
$444K +$158K +544 +53%
AA
888
Advisory Alpha
Michigan
$443K +$74.8K +257 +20%
MWM
889
Modera Wealth Management
New Jersey
$442K +$20.7K +71 +5%
GWMR
890
GC Wealth Management RIA
Massachusetts
$441K -$33.2K -114 -7%
LFA
891
Longview Financial Advisors
Alabama
$440K -$48K -165 -10%
HPM
892
Hoxton Planning & Management
West Virginia
$440K -$582 -2 -0.1%
WAL
893
W Advisors LLC
Tennessee
$436K +$6.4K +22 +1%
WWM
894
Western Wealth Management
Colorado
$434K +$47.1K +162 +12%
CA
895
Commerzbank Aktiengesellschaft
Germany
$431K +$98.9K +340 +29%
TCOV
896
Trust Company of Vermont
Vermont
$428K – – –
JIC
897
Johnson Investment Counsel
Ohio
$427K +$117K +401 +36%
SB
898
Strategic Blueprint
Georgia
$427K +$171K +586 +64%
MSWM
899
Mowery & Schoenfeld Wealth Management
Illinois
$427K -$28.2K -97 -6%
ACP
900
Aviance Capital Partners
Florida
$426K – – –
34 35
36
37 38