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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
951
Carnegie Investment Counsel
Ohio
$386K -$330 -1 -0.1%
LFA
952
Legacy Financial Advisors
Kentucky
$386K +$17.1K +52 +5%
MSWM
953
Mowery & Schoenfeld Wealth Management
Illinois
$385K -$19.8K -60 -5%
API
954
Asset Planning Inc
California
$384K +$989 +3 +0.3%
ST
955
Spinnaker Trust
Maine
$383K – – –
PWP
956
Principle Wealth Partners
Connecticut
$382K +$393K +1,192 New
PPC
957
Park Place Capital
Alabama
$381K – – –
AGM
958
Alpine Global Management
New York
$380K +$391K +1,187 New
WIC
959
Wilkins Investment Counsel
Massachusetts
$379K -$42.9K -130 -10%
LCGC
960
Legacy Capital Group California
California
$372K +$29.3K +89 +8%
MM
961
MQS Management
New York
$372K +$383K +1,161 New
WFP
962
Wrenne Financial Planning
Kentucky
$370K +$4.29K +13 +1%
TAM
963
Tucker Asset Management
Colorado
$369K +$14.8K +45 +4%
CWM
964
Challenger Wealth Management
California
$369K -$33.3K -101 -8%
GWP
965
Gen-Wealth Partners
Michigan
$368K -$35.3K -107 -9%
BFO
966
Boston Family Office
Massachusetts
$368K +$379K +1,150 New
CFC
967
Coyle Financial Counsel
Illinois
$366K +$93.6K +284 +33%
HSA
968
HBK Sorce Advisory
Pennsylvania
$366K -$8.57K -26 -2%
CHC
969
City Holding Co
West Virginia
$365K – – –
SLWA
970
San Luis Wealth Advisors
California
$364K +$659 +2 +0.2%
LAM
971
L2 Asset Management
Massachusetts
$364K +$20.1K +61 +6%
OHWA
972
Oak Hill Wealth Advisors
Virginia
$364K – – –
CGL
973
Clarius Group LLC
Washington
$362K +$63.6K +193 +21%
CAMG
974
CWA Asset Management Group
Florida
$361K +$989 +3 +0.3%
SG
975
StoneX Group
New York
$361K -$37.2K -113 -9%
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