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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$50.3K – – –
BC
1002
Broadwater Capital
Massachusetts
$50K – – –
TWD
1003
True Wealth Design
Ohio
$50K – – –
PAG
1004
Paladin Advisory Group
Iowa
$49.4K – – –
RTC
1005
Riverview Trust Company
Washington
$49.3K +$47.4K +197 New
C
1006
Covestor
United Kingdom
$49K -$2.64K -11 -5%
HC
1007
Hoese & Co
Minnesota
$48.8K – – –
TFIPS
1008
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.8K +$22.8K +95 +95%
KFS
1009
Kelly Financial Services
Massachusetts
$48K – – –
ZB
1010
Zions Bancorporation
Utah
$46.8K -$721 -3 -2%
BGAI
1011
Bruce G. Allen Investments
Colorado
$44.5K +$1.2K +5 +3%
HIA
1012
Harbor Investment Advisory
Maryland
$44.3K – – –
PWMG
1013
Prestige Wealth Management Group
New Jersey
$44K – – –
IFS
1014
Intelligent Financial Strategies
Minnesota
$44K +$42.3K +176 New
DAM
1015
Delta Asset Management
Tennessee
$43.3K – – –
CA
1016
Continuum Advisory
Idaho
$43.1K +$41.8K +174 New
SCA
1017
Stuart Chaussee & Associates
California
$40.5K – – –
RFG
1018
REAP Financial Group
Texas
$39.7K -$196K -817 -84%
CLOS
1019
Compagnie Lombard Odier SCmA
Switzerland
$38.5K – – –
DIP
1020
DT Investment Partners
Pennsylvania
$38K – – –
CSB
1021
City State Bank
Iowa
$38K – – –
EWP
1022
Elevation Wealth Partners
California
$37.8K – – –
CT
1023
Cambridge Trust
Massachusetts
$37.5K -$197K -819 -85%
DCM
1024
Disciplina Capital Management
Tennessee
$36.8K – – –
VCM
1025
Versant Capital Management
Arizona
$36.8K – – –
39 40
41
42 43