We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
976
PDS Planning
Ohio
$360K +$45.8K +145 +16%
GT
977
Glenview Trust
Kentucky
$359K +$19.3K +61 +6%
AP
978
Atwood & Palmer
Missouri
$359K +$153K +484 +87%
MBTD
979
Mechanics Bank - Trust Department
California
$358K +$328K +1,038 New
FBFS
980
First Business Financial Services
Wisconsin
$358K – – –
CWIG
981
Chung Wu Investment Group
Texas
$356K +$326K +1,032 New
RBC
982
Roble Belko & Company
Pennsylvania
$355K -$23.1K -73 -7%
KA
983
Kozak & Associates
Colorado
$355K – – –
LAM
984
Lifestyle Asset Management
Texas
$354K +$324K +1,026 New
WF
985
Wayfinding Financial
Washington
$354K -$71.4K -226 -18%
HKIMG
986
Hutchens & Kramer Investment Management Group
Indiana
$353K +$59.1K +187 +22%
CAI
987
Capital Advisors Inc
Oklahoma
$349K -$1.9K -6 -0.6%
RC
988
RBF Capital
California
$345K – – –
RFG
989
RFP Financial Group
Georgia
$345K – – –
LWM
990
LongView Wealth Management
Georgia
$345K -$948 -3 -0.3%
TFA
991
Trinity Financial Advisors
Ohio
$344K – – –
PPWP
992
Premier Path Wealth Partners
New Jersey
$344K +$315K +998 New
ZBNA
993
Zions Bancorporation, National Association
Utah
$344K +$314K +995 New
EWM
994
Empirical Wealth Management
Washington
$342K +$313K +991 New
IWA
995
Icon Wealth Advisors
Texas
$341K +$312K +989 New
BMM
996
Buffington Mohr McNeal
Idaho
$341K +$312K +988 New
FDP
997
Financiere des Professionnels
Quebec, Canada
$341K +$312K +987 New
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$6K +19 +2%
CAM
999
Carret Asset Management
New York
$337K – – –
GBT
1000
Grove Bank & Trust
Florida
$335K -$9.16K -29 -3%
38 39
40
41 42