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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
976
Catalyst Financial Partners
Massachusetts
$234K +$7.05K +25 +3%
DLA
977
Douglas Lane & Associates
New York
$231K -$8.46K -30 -4%
KNFPWM
978
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$231K – – –
ESB
979
Essex Savings Bank
Connecticut
$230K +$230K +817 New
GT
980
Glenview Trust
Kentucky
$229K -$6.77K -24 -3%
WA
981
Wealth Architects
California
$228K – – –
C
982
Certuity
Florida
$227K -$21.2K -75 -8%
1IA
983
1620 Investment Advisors
Massachusetts
$227K – – –
BAM
984
BOS Asset Management
Illinois
$227K – – –
BBA
985
Braun-Bostich & Associates
Pennsylvania
$225K -$1.41K -5 -0.6%
FSA
986
Fort Sheridan Advisors
Illinois
$225K – – –
WW
987
Westshore Wealth
California
$225K – – –
IAS
988
Investment Advisory Services
Texas
$225K +$225K +799 New
LP
989
LGL Partners
Pennsylvania
$224K -$1.41K -5 -0.6%
PCP
990
Proficio Capital Partners
Massachusetts
$223K -$18K -64 -7%
BBA
991
Baader Bank Aktiengesellschaft
Germany
$223K +$234K +829 New
9WM
992
9258 Wealth Management
Ohio
$222K +$223K +789 New
PWG
993
Portside Wealth Group
Utah
$222K +$222K +788 New
FWM
994
FFT Wealth Management
Pennsylvania
$221K +$222K +786 New
TPI
995
Trust Point Inc
Wisconsin
$221K +$221K +784 New
HWP
996
Hibernia Wealth Partners
Louisiana
$220K +$2.82K +10 +1%
CPW
997
Crestmont Private Wealth
Texas
$220K +$220K +781 New
LJAC
998
L.J. Altfest & Co
New York
$218K -$11K -39 -5%
SMA
999
Sage Mountain Advisors
Georgia
$217K +$218K +772 New
FAM
1000
Formidable Asset Management
Ohio
$216K -$87.7K -311 -29%
38 39
40
41 42