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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1001
Glenview Trust
Kentucky
$335K +$1.65K +5 +0.5%
AP
1002
Atwood & Palmer
Missouri
$333K – – –
SCP
1003
Sivia Capital Partners
California
$332K -$7.25K -22 -2%
FBFS
1004
First Business Financial Services
Wisconsin
$332K – – –
RBC
1005
Roble Belko & Company
Pennsylvania
$329K – – –
CPC
1006
Consolidated Planning Corp
Georgia
$328K +$338K +1,026 New
PAS
1007
Parsonex Advisory Services
Colorado
$328K +$338K +1,024 New
AIA
1008
AssuredPartners Investment Advisors
Florida
$327K -$63K -191 -16%
PWMAG
1009
Pinnacle Wealth Management Advisory Group
New Jersey
$326K +$11.2K +34 +3%
MWM
1010
Moran Wealth Management
Florida
$326K +$75.5K +229 +29%
SBFM
1011
S-Bank Fund Management
Finland
$325K -$117K -356 -26%
CAI
1012
Capital Advisors Inc
Oklahoma
$323K -$989 -3 -0.3%
RC
1013
RBF Capital
California
$320K – – –
RFG
1014
RFP Financial Group
Georgia
$320K – – –
TFA
1015
Trinity Financial Advisors
Ohio
$320K – – –
CPRC
1016
Consolidated Portfolio Review Corp
New York
$320K +$329K +999 New
CFP
1017
Catalyst Financial Partners
Massachusetts
$318K +$11.2K +34 +4%
GBT
1018
Grove Bank & Trust
Florida
$317K +$6.59K +20 +2%
CPWA
1019
Cerro Pacific Wealth Advisors
California
$317K +$59.3K +180 +22%
CIA
1020
Compass Ion Advisors
Pennsylvania
$316K -$72.8K -221 -18%
IWA
1021
Icon Wealth Advisors
Texas
$315K -$1.65K -5 -0.5%
CAM
1022
Carret Asset Management
New York
$312K – – –
CCFM
1023
Clear Creek Financial Management
Washington
$312K +$92.3K +280 +40%
KA
1024
KLCM Advisors
Wisconsin
$309K – – –
BJL
1025
Brighton Jones LLC
Washington
$308K +$21.1K +64 +7%
39 40
41
42 43