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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Angeles Wealth Management
California
$288K +$48.6K +167 +20%
FB
1002
Fulton Bank
Pennsylvania
$286K -$52.7K -181 -15%
LWM
1003
LongView Wealth Management
Georgia
$285K +$582 +2 +0.2%
GC
1004
Garde Capital
Washington
$284K – – –
AWM
1005
Avior Wealth Management
Nebraska
$284K – – –
RC
1006
RBF Capital
California
$284K – – –
RFG
1007
RFP Financial Group
Georgia
$284K – – –
GBT
1008
Grove Bank & Trust
Florida
$284K +$1.75K +6 +0.6%
NEI
1009
Northwest & Ethical Investments
Ontario, Canada
$283K -$1.46M -5,032 -83%
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$282K -$4.66K -16 -2%
LFA
1011
Legacy Financial Advisors
Kentucky
$282K +$6.11K +21 +2%
RBI
1012
Raiffeisen Bank International
Austria
$281K +$288K +988 New
PIA
1013
Perennial Investment Advisors
California
$281K +$7.86K +27 +3%
BMCM
1014
Burns Matteson Capital Management
New York
$280K +$287K +987 New
KWM
1015
Kingsview Wealth Management
Oregon
$279K +$34.6K +119 +14%
JWCA
1016
J.W. Cole Advisors
Florida
$278K +$4.66K +16 +2%
GT
1017
Glenview Trust
Kentucky
$278K +$48.6K +167 +21%
AC
1018
AXQ Capital
New Jersey
$278K -$252K -865 -47%
TF
1019
Trek Financial
Arizona
$277K -$10.5K -36 -4%
CAM
1020
Carret Asset Management
New York
$277K – – –
CB
1021
Cadence Bank
Mississippi
$277K -$80.6K -277 -22%
TFA
1022
Trinity Financial Advisors
Ohio
$276K – – –
PPWM
1023
Paragon Private Wealth Management
Kentucky
$275K +$57.6K +198 +26%
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$274K -$4.07K -14 -1%
KA
1025
KLCM Advisors
Wisconsin
$274K – – –
39 40
41
42 43