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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
Ruedi Wealth Management
Illinois
$36.3K – – –
SNB
1027
Security National Bank
Nebraska
$36.3K – – –
VWM
1028
Valley Wealth Managers
New Jersey
$35.8K – – –
LCM
1029
Logan Capital Management
Pennsylvania
$35K – – –
SOW
1030
State of Wyoming
Wyoming
$33.5K +$32.2K +134 New
HCM
1031
Hollencrest Capital Management
California
$33.3K – – –
MCM
1032
MV Capital Management
Maryland
$32.8K +$721 +3 +2%
GEA
1033
Glen Eagle Advisors
New Jersey
$32.5K – – –
SIC
1034
SJS Investment Consulting
Ohio
$31.8K -$481 -2 -2%
JWA
1035
JFS Wealth Advisors
Pennsylvania
$31K -$1.2K -5 -4%
FMII
1036
Farmers & Merchants Investments Inc
Nebraska
$30.5K – – –
AGWCA
1037
Annis Gardner Whiting Capital Advisors
Florida
$29.8K +$481 +2 +2%
BHWM
1038
Beaird Harris Wealth Management
Texas
$28.8K -$5.05K -21 -15%
RA
1039
Rise Advisors
New York
$28.1K +$26.9K +112 New
CIAS
1040
CBIZ Investment Advisory Services
Ohio
$27.9K +$26.7K +111 New
OAJ
1041
Ogorek Anthony Joseph
New York
$27K – – –
CAM
1042
Creekmur Asset Management
Illinois
$26.8K +$25.7K +107 New
CT
1043
Colonial Trust
South Carolina
$25K -$240 -1 -1%
VWM
1044
Venturi Wealth Management
Texas
$24.5K +$8.65K +36 +58%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.5K +$10.3K +43 +72%
EPW
1046
Evergreen Private Wealth
Colorado
$24K – – –
TFGT
1047
TS Financial Group (TSFG)
Illinois
$24K – – –
FWM
1048
FSA Wealth Management
Massachusetts
$23.5K – – –
FCA
1049
FinTrust Capital Advisors
South Carolina
$23.3K – – –
QC
1050
Quent Capital
New York
$20.8K +$7.21K +30 +57%
40 41
42
43 44