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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
901
J.W. Coons Advisors
Ohio
$449K -$31.6K -100 -7%
ONSWM
902
Old North State Wealth Management
North Carolina
$447K +$63.8K +202 +19%
FPL
903
Fortress Private Ledger
North Carolina
$447K +$51.5K +163 +14%
RW
904
Ridgeline Wealth
Arizona
$447K – – –
FCM
905
Fieldview Capital Management
Michigan
$439K -$929K -2,942 -70%
EIP
906
Epoch Investment Partners
New York
$439K – – –
MSWM
907
Mowery & Schoenfeld Wealth Management
Illinois
$436K -$75.8K -240 -16%
SIG
908
Stonegate Investment Group
Alabama
$435K -$74.2K -235 -16%
CP
909
CenterBook Partners
Connecticut
$435K -$1.15M -3,645 -74%
GWP
910
Gen-Wealth Partners
Michigan
$434K -$99.8K -316 -20%
SCM
911
Shelton Capital Management
Colorado
$434K – – –
NAS
912
Nicolet Advisory Services
Wisconsin
$434K +$46.7K +148 +13%
WIA
913
World Investment Advisors
California
$433K +$73.9K +234 +23%
CWM
914
Challenger Wealth Management
California
$433K +$316 +1 +0.1%
RMCM
915
Reynders McVeigh Capital Management
Massachusetts
$432K – – –
BAM
916
Berkshire Asset Management
Pennsylvania
$431K – – –
SG
917
StoneX Group
New York
$428K -$12.6K -40 -3%
SSB
918
Sandy Spring Bank
Maryland
$426K +$6.32K +20 +2%
VFA
919
Values First Advisors
Tennessee
$421K -$38.5K -122 -9%
SP
920
Successful Portfolios
Florida
$421K -$5.37K -17 -1%
HAS
921
HBW Advisory Services
California
$421K +$27.5K +87 +8%
AA
922
Alta Advisers
United Kingdom
$421K +$158K +500 +70%
KCM
923
Kathmere Capital Management
Pennsylvania
$419K +$5.05K +16 +1%
AIA
924
AssuredPartners Investment Advisors
Florida
$418K -$632 -2 -0.2%
CIA
925
Compass Ion Advisors
Pennsylvania
$417K -$1.9K -6 -0.5%
35 36
37
38 39