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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
976
Disciplina Capital Management
Tennessee
$33.1K – – –
RWM
977
Ruedi Wealth Management
Illinois
$32.6K +$34.3K +145 New
SNB
978
Security National Bank
Nebraska
$32.6K +$34.3K +145 New
VWM
979
Valley Wealth Managers
New Jersey
$32.2K – – –
LCM
980
Logan Capital Management
Pennsylvania
$31.5K – – –
TCG
981
Transcendent Capital Group
Oklahoma
$31.5K +$33.2K +140 New
MCM
982
Manchester Capital Management
Vermont
$30.8K +$4.5K +19 +16%
BHWM
983
Beaird Harris Wealth Management
Texas
$30.6K +$5.45K +23 +20%
HCM
984
Hollencrest Capital Management
California
$29.9K – – –
GEA
985
Glen Eagle Advisors
New Jersey
$29.2K – – –
SIC
986
SJS Investment Consulting
Ohio
$29K +$25.1K +106 +461%
JWA
987
JFS Wealth Advisors
Pennsylvania
$29K +$3.08K +13 +11%
MCM
988
MV Capital Management
Maryland
$28.8K +$474 +2 +2%
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$27.4K -$237 -1 -0.8%
RFS
990
Richardson Financial Services
Massachusetts
$27K +$28.4K +120 New
AWM
991
Avior Wealth Management
Nebraska
$26.8K +$1.18K +5 +4%
AGWCA
992
Annis Gardner Whiting Capital Advisors
Florida
$26.3K -$947 -4 -3%
OAJ
993
Ogorek Anthony Joseph
New York
$24K – – –
CT
994
Colonial Trust
South Carolina
$22.7K -$3.32K -14 -12%
TFIPS
995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K +$23.7K +100 New
TFGT
996
TS Financial Group (TSFG)
Illinois
$22K -$16.8K -71 -43%
EPW
997
Evergreen Private Wealth
Colorado
$21.6K +$22.7K +96 New
FWM
998
FSA Wealth Management
Massachusetts
$21K +$22.3K +94 New
SIS
999
Strategic Investment Solutions
Illinois
$20.9K -$1.37M -5,766 -98%
FCA
1000
FinTrust Capital Advisors
South Carolina
$20.9K -$2.37K -10 -10%
38 39
40
41 42