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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
926
Journey Strategic Wealth
New Jersey
$380K -$4.95K -17 -1%
CI
927
Conning Inc
Connecticut
$372K -$7.28K -25 -2%
BAM
928
Berkshire Asset Management
Pennsylvania
$369K +$873 +3 +0.2%
SWA
929
Stratos Wealth Advisors
Ohio
$368K +$2.62K +9 +0.7%
RW
930
Ridgeline Wealth
Arizona
$368K +$377K +1,295 New
AWA
931
Arkadios Wealth Advisors
Georgia
$368K +$53.8K +185 +17%
VT
932
Vise Technologies
New York
$365K +$154K +529 +70%
SG
933
StoneX Group
New York
$363K +$34.6K +119 +10%
AC
934
ASB Consultores
Florida
$363K +$64K +220 +21%
SWM
935
SeaCrest Wealth Management
New York
$362K +$41.3K +142 +13%
EIP
936
Epoch Investment Partners
New York
$361K -$285K -981 -44%
IC
937
Iconiq Capital
California
$357K +$366K +1,257 New
SCM
938
Shelton Capital Management
Colorado
$357K – – –
EMAM
939
Encompass More Asset Management
California
$356K +$82.9K +285 +29%
CWM
940
Challenger Wealth Management
California
$355K +$364K +1,252 New
RMCM
941
Reynders McVeigh Capital Management
Massachusetts
$355K – – –
WF
942
Wayfinding Financial
Washington
$355K +$365K +1,253 New
FC
943
FORA Capital
Florida
$354K -$1.87M -6,432 -84%
SP
944
Successful Portfolios
Florida
$351K -$1.46K -5 -0.4%
YIH
945
Y-Intercept (HK)
Hong Kong
$351K -$9.7M -33,349 -96%
SAI
946
Savvy Advisors Inc
New York
$348K +$27.9K +96 +8%
WFI
947
West Family Investments
California
$348K -$6.69K -23 -2%
FHA
948
First Horizon Advisors
Tennessee
$347K +$8.15K +28 +2%
SPWG
949
Syntegra Private Wealth Group
Missouri
$347K – – –
BP
950
Ballentine Partners
Massachusetts
$345K +$14.3K +49 +4%
36 37
38
39 40