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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
976
Fortress Private Ledger
North Carolina
$360K -$56.4K -171 -13%
HPC
977
HM Payson & Co
Maine
$357K +$59.7K +181 +19%
FIA
978
Foundations Investment Advisors
Arizona
$356K -$330 -1 -0.1%
PCH
979
PGIM Custom Harvest
New Jersey
$356K +$366K +1,111 New
EM
980
Excalibur Management
Massachusetts
$355K – – –
CWAG
981
Compton Wealth Advisory Group
Virginia
$355K – – –
CB
982
Cadence Bank
Mississippi
$353K +$659 +2 +0.2%
VFA
983
Values First Advisors
Tennessee
$352K -$40.5K -123 -10%
CAM
984
Creekmur Asset Management
Illinois
$350K +$71.5K +217 +25%
PP
985
PDS Planning
Ohio
$349K +$15.5K +47 +5%
PIA
986
Perennial Investment Advisors
California
$348K +$7.58K +23 +2%
KIA
987
KCM Investment Advisors
California
$347K -$2.64K -8 -0.7%
PA
988
Prossimo Advisors
California
$346K – – –
WBC
989
Westpac Banking Corp
Australia
$345K – – –
FB
990
Fulton Bank
Pennsylvania
$345K +$8.57K +26 +2%
LAM
991
Lifestyle Asset Management
Texas
$344K +$15.5K +47 +5%
CWM
992
Cahaba Wealth Management
Georgia
$343K +$659 +2 +0.2%
HAS
993
HBW Advisory Services
California
$343K -$48.5K -147 -12%
GS
994
GTS Securities
Florida
$341K -$104K -314 -23%
HKIMG
995
Hutchens & Kramer Investment Management Group
Indiana
$340K +$14.2K +43 +4%
VC
996
Vicus Capital
Pennsylvania
$338K +$348K +1,055 New
EIP
997
Epoch Investment Partners
New York
$336K -$72.8K -221 -17%
CCM
998
Carderock Capital Management
Maryland
$336K -$16.5K -50 -5%
RSC
999
Red Spruce Capital
Pennsylvania
$336K – – –
CCIA
1000
Cherry Creek Investment Advisors
Colorado
$336K – – –
38 39
40
41 42