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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
926
Kingsview Wealth Management
Oregon
$240K -$71.8K -311 -22%
CG
927
Corundum Group
Colorado
$239K +$29.3K +127 +13%
DWM
928
Diversify Wealth Management
Utah
$239K +$260K +1,126 New
IIA
929
ICW Investment Advisors
Arizona
$238K +$71.6K +310 +39%
MB
930
MidFirst Bank
Oklahoma
$238K -$25.6K -111 -9%
HKIMG
931
Hutchens & Kramer Investment Management Group
Indiana
$237K +$7.62K +33 +3%
CFP
932
Catalyst Financial Partners
Massachusetts
$237K +$63.1K +273 +33%
WBC
933
Westpac Banking Corp
Australia
$234K – – –
GI
934
GAMCO Investors
Connecticut
$233K -$44.1K -191 -15%
BIA
935
Beacon Investment Advisors
Maryland
$231K +$2.54K +11 +1%
SAM
936
Sawgrass Asset Management
Florida
$230K -$86.2K -373 -26%
ST
937
Somerset Trust
Pennsylvania
$230K -$223K -964 -48%
HCM
938
Howard Capital Management
Georgia
$228K -$178K -769 -42%
RSC
939
Red Spruce Capital
Pennsylvania
$227K – – –
TBT
940
Texas Bank & Trust
Texas
$227K +$23.1K +100 +11%
CCIA
941
Cherry Creek Investment Advisors
Colorado
$227K – – –
ANBT
942
American National Bank & Trust
Texas
$227K -$8.08K -35 -3%
VCA
943
Verdence Capital Advisors
Maryland
$225K +$21.7K +94 +10%
FBFS
944
First Business Financial Services
Wisconsin
$225K – – –
TP
945
Tranquility Partners
Tennessee
$222K – – –
AFT
946
Alpha Family Trust
California
$222K +$237K +1,025 New
KA
947
KLCM Advisors
Wisconsin
$221K – – –
CHC
948
City Holding Co
West Virginia
$221K – – –
CAI
949
Capital Advisors Inc
Oklahoma
$220K +$3.46K +15 +1%
MSWM
950
Mowery & Schoenfeld Wealth Management
Illinois
$220K -$16.9K -73 -7%
36 37
38
39 40