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Arthur J. Gallagher & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TF
926
Trek Financial
Arizona
$285K -$19.7K -70 -6%
DFCM
927
Dark Forest Capital Management
Puerto Rico
$285K +$286K +1,013 New
MassMutual Private Wealth & Trust
928
MassMutual Private Wealth & Trust
Connecticut
$284K +$3.38K +12 +1%
Brooklyn Investment Group
929
Brooklyn Investment Group
New York
$284K +$4.23K +15 +2%
Jefferies Financial Group
930
Jefferies Financial Group
New York
$283K -$666K -2,360 -70%
LWM
931
LongView Wealth Management
Georgia
$282K +$564 +2 +0.2%
Avior Wealth Management
932
Avior Wealth Management
Nebraska
$281K -$9.87K -35 -3%
RBF Capital
933
RBF Capital
California
$281K – – –
RFG
934
RFP Financial Group
Georgia
$281K – – –
GC
935
Garde Capital
Washington
$281K – – –
KP
936
Keel Point
Alabama
$281K -$12.1K -43 -4%
GBT
937
Grove Bank & Trust
Florida
$280K – – –
Kovitz Investment Group Partners
938
Kovitz Investment Group Partners
Illinois
$279K +$3.28M +11,622 New
OAS
939
Optivise Advisory Services
Tennessee
$278K -$46.3K -164 -14%
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$1.69K +6 +0.6%
CAM
941
Carret Asset Management
New York
$274K – – –
LFA
942
Legacy Financial Advisors
Kentucky
$274K +$17.8K +63 +7%
EMAM
943
Encompass More Asset Management
California
$273K +$11.6K +41 +4%
JWCA
944
J.W. Cole Advisors
Florida
$272K +$1.41K +5 +0.5%
KA
945
KLCM Advisors
Wisconsin
$272K – – –
IHT Wealth Management
946
IHT Wealth Management
Illinois
$272K +$272K +964 New
PIA
947
Perennial Investment Advisors
California
$271K – – –
Brighton Jones LLC
948
Brighton Jones LLC
Washington
$266K +$38.1K +135 +17%
CGL
949
Clarius Group LLC
Washington
$264K -$16.4K -58 -6%
VCA
950
Verdence Capital Advisors
Maryland
$262K -$282 -1 -0.1%