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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Prosperity Wealth Management
California
$360K +$351K +1,163 New
OHWA
927
Oak Hill Wealth Advisors
Virginia
$359K – – –
WFP
928
Wrenne Financial Planning
Kentucky
$358K -$3.92K -13 -1%
BFO
929
Boston Family Office
Massachusetts
$356K – – –
SIA
930
Strategic Investment Advisors
Michigan
$354K +$344K +1,142 New
TAM
931
Tucker Asset Management
Colorado
$350K -$6.33K -21 -2%
MHC
932
Meyer Handelman Company
New York
$350K +$341K +1,131 New
CAMG
933
CWA Asset Management Group
Florida
$349K – – –
KIA
934
KCM Investment Advisors
California
$349K +$13.3K +44 +4%
PP
935
PDS Planning
Ohio
$348K +$9.65K +32 +3%
HSA
936
HBK Sorce Advisory
Pennsylvania
$347K +$9.35K +31 +3%
PCH
937
PGIM Custom Harvest
New Jersey
$345K +$1.21K +4 +0.4%
VAG
938
VisionPoint Advisory Group
Texas
$345K -$36.8K -122 -10%
BMCM
939
Burns Matteson Capital Management
New York
$344K -$201K -668 -38%
EM
940
Excalibur Management
Massachusetts
$344K – – –
CB
941
Cadence Bank
Mississippi
$343K +$1.81K +6 +0.5%
SFA
942
Souders Financial Advisors
Ohio
$343K +$52.5K +174 +19%
SP
943
Successful Portfolios
Florida
$342K -$33.8K -112 -9%
NAM
944
NTV Asset Management
West Virginia
$340K +$86.2K +286 +35%
GWP
945
Gen-Wealth Partners
Michigan
$339K -$17.2K -57 -5%
PIA
946
Perennial Investment Advisors
California
$337K -$301 -1 -0.1%
CPWA
947
Cerro Pacific Wealth Advisors
California
$337K +$29.2K +97 +10%
VFA
948
Values First Advisors
Tennessee
$335K -$5.43K -18 -2%
WBC
949
Westpac Banking Corp
Australia
$334K – – –
FPL
950
Fortress Private Ledger
North Carolina
$334K -$14.5K -48 -4%
36 37
38
39 40