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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
976
Consolidated Capital Management
California
$231K – – –
GVAG
977
Great Valley Advisor Group
Delaware
$230K -$50.1K -236 -19%
ACP
978
Aviance Capital Partners
Florida
$230K -$106K -500 -33%
RC
979
RBF Capital
California
$230K – – –
RFG
980
RFP Financial Group
Georgia
$230K – – –
TFA
981
Trinity Financial Advisors
Ohio
$230K – – –
VM
982
Venator Management
Pennsylvania
$230K +$212K +1,000 New
SWM
983
Stronghold Wealth Management
Florida
$228K +$3.19K +15 +2%
FVWA
984
Foster Victor Wealth Advisors
South Carolina
$228K -$15.7K -74 -8%
GBT
985
Grove Bank & Trust
Florida
$228K – – –
CAM
986
Congress Asset Management
Massachusetts
$226K -$253K -1,190 -55%
CHC
987
City Holding Co
West Virginia
$225K -$8.49K -40 -4%
EWM
988
Empirical Wealth Management
Washington
$225K -$637 -3 -0.3%
CW
989
CreativeOne Wealth
Kansas
$225K -$116K -547 -36%
BRWA
990
B. Riley Wealth Advisors
Florida
$225K -$74.5K -351 -26%
AA
991
Alta Advisers
United Kingdom
$225K – – –
CAM
992
Carret Asset Management
New York
$224K – – –
CIM
993
Catalyst Investment Management
New Hampshire
$224K – – –
TWP
994
Triad Wealth Partners
Kansas
$223K +$191K +901 New
MAWA
995
Moss Adams Wealth Advisors
Washington
$223K +$206K +970 New
CWS
996
Cypress Wealth Services
California
$223K +$206K +970 New
SCM
997
Sterling Capital Management
North Carolina
$222K +$27K +127 +15%
SWM
998
Spire Wealth Management
Virginia
$222K -$35.9K -169 -15%
OAS
999
Optivise Advisory Services
Tennessee
$220K +$204K +960 New
PWM
1000
Positano Wealth Management
$220K +$190K +893 +1,395%
38 39
40
41 42