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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1001
Asset One Wealth Management
Washington
$237K +$255K +965 New
YAIA
1002
Yanni & Associates Investment Advisors
Pennsylvania
$235K +$240K +908 New
FSA
1003
Fort Sheridan Advisors
Illinois
$233K – – –
FVWA
1004
Foster Victor Wealth Advisors
South Carolina
$233K +$1.32K +5 +0.6%
KFP
1005
Kerr Financial Planning
California
$232K – – –
AAM
1006
Advisors Asset Management
Colorado
$231K +$122K +460 +106%
IP
1007
Ignite Planners
California
$229K +$16.9K +64 +7%
PPW
1008
Parcion Private Wealth
Washington
$229K +$8.74K +33 +4%
C
1009
Certuity
Florida
$227K -$5.56K -21 -2%
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K -$613K -2,314 -73%
CWP
1011
Curated Wealth Partners
California
$224K +$230K +867 New
SHFA
1012
SC&H Financial Advisors
Maryland
$223K +$12.4K +47 +6%
FFO
1013
Fiduciary Family Office
Florida
$223K -$199K -750 -47%
VAG
1014
VisionPoint Advisory Group
Texas
$221K -$68.8K -260 -23%
AA
1015
Advisory Advocates
Michigan
$219K +$224K +847 New
FPL
1016
Fortress Private Ledger
North Carolina
$219K -$61.4K -232 -22%
RWA
1017
River Wealth Advisors
Pennsylvania
$218K -$139K -524 -38%
SPC
1018
Sigma Planning Corp
Michigan
$216K -$785K -2,966 -78%
NFG
1019
Nations Financial Group
Iowa
$215K -$1.92M -7,267 -90%
PFG
1020
Prosperity Financial Group
California
$214K -$65.1K -246 -23%
CFP
1021
Catalyst Financial Partners
Massachusetts
$213K -$46.3K -175 -18%
LFA
1022
Legacy Financial Advisors
Kentucky
$212K -$66.2K -250 -23%
WAL
1023
W Advisors LLC
Tennessee
$212K -$31K -117 -12%
CCA
1024
Childress Capital Advisors
Texas
$212K -$7.68K -29 -3%
BA
1025
Bridgewater Advisors
New York
$211K +$7.94K +30 +3%
39 40
41
42 43