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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
876
Cozad Asset Management
Illinois
$508K -$9.89K -30 -2%
OC
877
Oakworth Capital
Alabama
$508K -$140K -425 -21%
PCP
878
Proficio Capital Partners
Massachusetts
$507K +$177K +538 +51%
SAM
879
Smartleaf Asset Management
Massachusetts
$506K -$143K -435 -21%
ANTB
880
AMG National Trust Bank
Colorado
$504K -$659 -2 -0.1%
WI
881
WrapManager Inc
California
$495K -$76.1K -231 -13%
SWM
882
SeaCrest Wealth Management
New York
$494K +$11.2K +34 +2%
HPM
883
Hoxton Planning & Management
West Virginia
$491K -$7.58K -23 -1%
MWM
884
Modera Wealth Management
New Jersey
$488K +$6.59K +20 +1%
SRC
885
Shufro Rose & Co
New York
$483K – – –
JSW
886
Journey Strategic Wealth
New Jersey
$483K +$54.7K +166 +12%
WWM
887
Western Wealth Management
Colorado
$482K – – –
LFA
888
Longview Financial Advisors
Alabama
$481K -$989 -3 -0.2%
BFO
889
Biltmore Family Office
North Carolina
$480K -$165K -500 -25%
ACP
890
Aviance Capital Partners
Florida
$480K – – –
WPA
891
West Paces Advisors
Georgia
$480K – – –
HWA
892
Heritage Wealth Advisors
Virginia
$480K – – –
IFS
893
Ifrah Financial Services
Arkansas
$479K -$7.58K -23 -2%
KWM
894
Kingsview Wealth Management
Oregon
$477K -$128K -389 -21%
SW
895
SMART Wealth
Nebraska
$477K -$119K -362 -20%
ONSWM
896
Old North State Wealth Management
North Carolina
$475K +$61.6K +187 +14%
HI
897
Harbour Investments
Wisconsin
$472K +$184K +558 +61%
IC
898
Iconiq Capital
California
$469K +$30.3K +92 +7%
KP
899
Keel Point
Alabama
$469K -$64.6K -196 -12%
WFI
900
West Family Investments
California
$465K +$248K +753 +108%
34 35
36
37 38