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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
876
Strategic Blueprint
Georgia
$354K +$15.9K +60 +5%
PWM
877
Perigon Wealth Management
California
$353K -$75.2K -284 -17%
AF
878
Advisornet Financial
Minnesota
$350K – – –
TTWM
879
TCV Trust & Wealth Management
Virginia
$348K – – –
DIA
880
Dana Investment Advisors
Wisconsin
$347K -$158K -597 -31%
SWA
881
Stratos Wealth Advisors
Ohio
$345K -$43.2K -163 -11%
TCOV
882
Trust Company of Vermont
Vermont
$344K – – –
VW
883
Vantus Wealth
Pennsylvania
$341K +$349K +1,319 New
IP
884
Indivisible Partners
Florida
$340K +$347K +1,312 New
AFG
885
Atomi Financial Group
New York
$338K -$65.1K -246 -16%
QWM
886
Quadcap Wealth Management
Texas
$337K -$47.9K -181 -12%
HI
887
Harbour Investments
Wisconsin
$336K +$25.4K +96 +8%
FB
888
Fulton Bank
Pennsylvania
$336K -$53.7K -203 -14%
RW
889
Ridgeline Wealth
Arizona
$335K – – –
GKFF
890
George Kaiser Family Foundation
Oklahoma
$334K – – –
PCM
891
Prelude Capital Management
New York
$332K +$340K +1,284 New
LAM
892
L2 Asset Management
Massachusetts
$332K +$23.3K +88 +7%
BAM
893
Berkshire Asset Management
Pennsylvania
$330K +$1.06K +4 +0.3%
TAM
894
Tucker Asset Management
Colorado
$330K +$37.9K +143 +13%
KCM
895
Kathmere Capital Management
Pennsylvania
$328K +$14K +53 +4%
GI
896
GAMCO Investors
Connecticut
$328K -$6.42M -24,261 -95%
BIM
897
Bridges Investment Management
Nebraska
$327K -$35.7K -135 -10%
JSW
898
Journey Strategic Wealth
New Jersey
$327K -$76.5K -289 -19%
HPC
899
HM Payson & Co
Maine
$324K +$9.79K +37 +3%
RMCM
900
Reynders McVeigh Capital Management
Massachusetts
$324K +$265 +1 +0.1%
34 35
36
37 38