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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1001
Pinnacle Wealth Management Advisory Group
New Jersey
$219K -$1.27K -6 -0.6%
MSWM
1002
Mowery & Schoenfeld Wealth Management
Illinois
$216K -$15.3K -72 -7%
CI
1003
Conning Inc
Connecticut
$216K +$200K +940 New
MSA
1004
Marino Stram & Associates
Massachusetts
$215K -$456K -2,147 -70%
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$214K -$10.4K -49 -5%
DWM
1006
Dakota Wealth Management
Florida
$213K -$1.49M -7,040 -88%
TFA
1007
Tranquilli Financial Advisor
New Jersey
$213K +$197K +928 New
WBC
1008
Westpac Banking Corp
Australia
$213K -$32.3K -152 -14%
TCWA
1009
Turtle Creek Wealth Advisors
Texas
$212K -$79.4K -374 -29%
OIS
1010
OneAscent Investment Solutions
Alabama
$211K -$191K -901 -50%
NB
1011
Northwest Bancshares
Pennsylvania
$211K +$195K +917 New
ZIC
1012
ZWJ Investment Counsel
Georgia
$210K +$194K +915 New
ISFAN
1013
Investor's Fiduciary Advisor Network
Washington
$209K -$13.6K -64 -7%
BAM
1014
BOS Asset Management
Illinois
$208K +$193K +908 New
SIA
1015
Schear Investment Advisers
Ohio
$207K +$192K +903 New
API
1016
Asset Planning Inc
California
$207K -$65.6K -309 -26%
IFG
1017
Independent Financial Group
California
$207K +$191K +900 New
FSA
1018
Fort Sheridan Advisors
Illinois
$207K +$191K +900 New
CIA
1019
Capital Investment Advisors
Georgia
$206K -$11.7K -55 -6%
NHC
1020
Nicholas Hoffman & Company
Georgia
$205K -$10.4K -49 -5%
CWS
1021
Confluence Wealth Services
Pennsylvania
$204K +$189K +890 New
SWA
1022
Sax Wealth Advisors
New Jersey
$204K +$200K +941 New
ANBT
1023
American National Bank & Trust
Texas
$200K -$36.7K -173 -17%
CA
1024
Continuum Advisory
Idaho
$200K +$185K +872 New
NS
1025
NBC Securities
Alabama
$184K +$30.6K +144 +22%
39 40
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42 43