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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
976
Parsonex Advisory Services
Colorado
$258K -$8.47K -32 -3%
GBT
977
Grove Bank & Trust
Florida
$256K – – –
OAS
978
Optivise Advisory Services
Tennessee
$256K +$79.7K +301 +44%
SBFM
979
S-Bank Fund Management
Finland
$255K -$3.97K -15 -1%
SSG
980
Summit Securities Group
New York
$255K +$144K +543 +123%
LWM
981
LongView Wealth Management
Georgia
$255K +$529 +2 +0.2%
NI
982
Natural Investments
California
$255K +$4.24K +16 +2%
CIA
983
Compass Ion Advisors
Pennsylvania
$254K -$1.32K -5 -0.5%
AA
984
Alta Advisers
United Kingdom
$253K -$63.5K -240 -20%
CG
985
Corundum Group
Colorado
$253K +$78.9K +298 +44%
CAM
986
Carret Asset Management
New York
$252K – – –
PWMAG
987
Pinnacle Wealth Management Advisory Group
New Jersey
$249K -$6.62K -25 -3%
TWC
988
TD Waterhouse Canada
Ontario, Canada
$246K -$230K -868 -48%
TNA
989
True North Advisors
Texas
$246K +$252K +951 New
TBT
990
Texas Bank & Trust
Texas
$246K – – –
PFM
991
Patton Fund Management
Texas
$246K +$70.7K +267 +39%
VCA
992
Verdence Capital Advisors
Maryland
$245K +$265 +1 +0.1%
ONSWM
993
Old North State Wealth Management
North Carolina
$245K -$146K -551 -37%
TFA
994
Transamerica Financial Advisors
Florida
$244K -$3.92M -14,794 -94%
GWANC
995
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K +$9K +34 +4%
IAG
996
Investmark Advisory Group
Connecticut
$241K +$265 +1 +0.1%
AIA
997
AssuredPartners Investment Advisors
Florida
$241K -$23.3K -88 -9%
HR
998
Howe & Rusling
New York
$238K +$244K +921 New
NB
999
Northwest Bancshares
Pennsylvania
$237K – – –
IWN
1000
Independent Wealth Network
Iowa
$237K +$242K +915 New
38 39
40
41 42