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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1001
McElhenny Sheffield Capital Management
Texas
– -$26.8K -142 Closed
SSB
1002
Sandy Spring Bank
Maryland
– -$22.4K -119 Closed
LS
1003
Leelyn Smith
Illinois
– -$20.7K -110 Closed
PMFA
1004
Plante Moran Financial Advisors
Michigan
– -$12.6K -67 Closed
TC
1005
Truvestments Capital
Florida
– -$9.24K -49 Closed
DWP
1006
Destiny Wealth Partners
Florida
– -$7.73K -41 Closed
PWS
1007
Paragon Wealth Strategies
Florida
– -$5.72K -30 Closed
HDIM
1008
Hanson & Doremus Investment Management
Vermont
– -$5K -28 Closed
VCM
1009
Vigilant Capital Management
Maine
– -$4K -20 Closed
SWM
1010
Sugarloaf Wealth Management
Georgia
– -$3.58K -19 Closed
EE
1011
EWG Elevate
California
– -$2.07K -11 Closed
FA
1012
Fiduciary Alliance
South Carolina
– -$1.89K -10 Closed
SIS
1013
Sound Income Strategies
Florida
– -$1.89K -10 Closed
CWP
1014
Concord Wealth Partners
Virginia
– -$1.7K -9 Closed
MWM
1015
MinichMacGregor Wealth Management
New York
– -$1.7K -9 Closed
MPCL
1016
My Personal CFO LLC
Washington
– -$1.32K -7 Closed
AA
1017
Addison Advisors
Vermont
– -$754 -4 Closed
LF
1018
Lee Financial
Texas
– -$566 -3 Closed
GKIM
1019
GW&K Investment Management
Massachusetts
– +$190 +1 New
AW
1020
Avion Wealth
Texas
– +$949 +5 New
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