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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
901
Penserra Capital Management
California
$249K -$228K -947 -49%
GBT
902
Grove Bank & Trust
Florida
$249K -$4.81K -20 -2%
EWA
903
EverSource Wealth Advisors
Alabama
$248K +$22.8K +95 +10%
JWCA
904
J.W. Cole Advisors
Florida
$246K +$10.6K +44 +5%
BIG
905
Brooklyn Investment Group
New York
$246K +$239K +994 New
CAM
906
Carret Asset Management
New York
$244K – – –
AWA
907
Arkadios Wealth Advisors
Georgia
$242K +$4.09K +17 +2%
MCM
908
Mengis Capital Management
Oregon
$242K +$233K +968 New
VCA
909
Verdence Capital Advisors
Maryland
$238K -$2.4K -10 -1%
WIC
910
Woodmont Investment Counsel
Tennessee
$236K +$227K +944 New
CAM
911
Claret Asset Management
Quebec, Canada
$235K -$12K -50 -5%
SGI
912
Summit Global Investments
Utah
$235K +$226K +939 New
IAG
913
Investmark Advisory Group
Connecticut
$231K +$240 +1 +0.1%
HCPC
914
Hamilton Capital Partners (Canada)
$231K -$246K -1,022 -52%
NIMI
915
Natixis Investment Managers International
France
$231K -$9.62K -40 -4%
EWA
916
EP Wealth Advisors
California
$231K +$222K +925 New
EWM
917
Empirical Wealth Management
Washington
$230K +$5.53K +23 +3%
MWM
918
Meridian Wealth Management
Kentucky
$230K +$8.89K +37 +4%
NB
919
Northwest Bancshares
Pennsylvania
$229K – – –
VFA
920
Valeo Financial Advisors
Indiana
$228K -$54.3K -226 -19%
MC
921
Moors & Cabot
Massachusetts
$226K +$1.68K +7 +0.8%
NPT
922
Nixon Peabody Trust
Massachusetts
$225K – – –
WW
923
Westshore Wealth
California
$225K – – –
PCH
924
PGIM Custom Harvest
New Jersey
$225K -$3.13K -13 -1%
GWANC
925
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K +$215K +896 New
35 36
37
38 39