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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
951
Prosperity Financial Group
California
$332K +$48.2K +160 +18%
ANBT
952
American National Bank & Trust
Texas
$332K -$112K -370 -26%
LFA
953
Legacy Financial Advisors
Kentucky
$332K -$40.7K -135 -11%
CWM
954
Cahaba Wealth Management
Georgia
$332K -$603 -2 -0.2%
SCP
955
Sivia Capital Partners
California
$330K +$8.74K +29 +3%
FBB
956
Fulton Breakefield Broenniman
Maryland
$327K +$318K +1,055 New
EIP
957
Epoch Investment Partners
New York
$326K – – –
CFFP
958
Center for Financial Planning
Michigan
$326K +$156K +516 +96%
CCM
959
Carderock Capital Management
Maryland
$325K – – –
RSC
960
Red Spruce Capital
Pennsylvania
$325K – – –
CCIA
961
Cherry Creek Investment Advisors
Colorado
$325K – – –
PWG
962
Portside Wealth Group
Utah
$325K -$62.4K -207 -16%
HKIMG
963
Hutchens & Kramer Investment Management Group
Indiana
$325K -$4.82K -16 -2%
FBFS
964
First Business Financial Services
Wisconsin
$321K – – –
IFG
965
Independent Financial Group
California
$321K +$48.8K +162 +19%
BTWM
966
Baker Tilly Wealth Management
Wisconsin
$320K +$72K +239 +30%
KA
967
KLCM Advisors
Wisconsin
$320K +$20.2K +67 +7%
PAS
968
Parsonex Advisory Services
Colorado
$319K +$1.51K +5 +0.5%
CHC
969
City Holding Co
West Virginia
$317K -$35.6K -118 -10%
AIA
970
AssuredPartners Investment Advisors
Florida
$315K -$603 -2 -0.2%
TCBWMS
971
Texas Capital Bank Wealth Management Services
Texas
$314K +$306K +1,014 New
MK
972
MASTERINVEST Kapitalanlage
$314K +$33.2K +110 +12%
CWIG
973
Chung Wu Investment Group
Texas
$313K +$286K +950 +1,532%
GT
974
Glenview Trust
Kentucky
$313K -$10.9K -36 -3%
FIA
975
Foundations Investment Advisors
Arizona
$312K -$31.4K -104 -9%
37 38
39
40 41