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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1026
Sage Mountain Advisors
Georgia
$270K +$51.8K +178 +23%
TBT
1027
Texas Bank & Trust
Texas
$270K +$276K +950 New
PCP
1028
Proficio Capital Partners
Massachusetts
$269K +$45.4K +156 +20%
CGL
1029
Clarius Group LLC
Washington
$269K +$873 +3 +0.3%
AA
1030
Armis Advisers
Georgia
$268K +$275K +945 New
BJL
1031
Brighton Jones LLC
Washington
$268K -$873 -3 -0.3%
HI
1032
Harbour Investments
Wisconsin
$266K +$14.6K +50 +6%
VCA
1033
Verdence Capital Advisors
Maryland
$265K – – –
PWG
1034
Portside Wealth Group
Utah
$264K +$41.6K +143 +18%
IAG
1035
Investmark Advisory Group
Connecticut
$263K – – –
LAM
1036
Longboard Asset Management
Arizona
$262K +$269K +924 New
CAMG
1037
CWA Asset Management Group
Florida
$261K +$3.78K +13 +1%
NB
1038
Northwest Bancshares
Pennsylvania
$260K – – –
KFS
1039
Kaizen Financial Strategies
California
$257K +$582 +2 +0.2%
FSA
1040
Fort Sheridan Advisors
Illinois
$255K +$29.1K +100 +13%
SGI
1041
Summit Global Investments
Utah
$255K -$8.15K -28 -3%
PP
1042
PDS Planning
Ohio
$255K +$6.69K +23 +3%
SIM
1043
Sentry Investment Management
Wisconsin
$254K -$42.5K -146 -14%
WA
1044
Wealth Alliance
New York
$253K +$260K +892 New
LP
1045
LGL Partners
Pennsylvania
$253K +$27.6K +95 +12%
SO
1046
Sierra Ocean
California
$253K +$259K +890 New
GWANC
1047
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K +$3.78K +13 +1%
GCM
1048
Graham Capital Management
Connecticut
$252K +$258K +888 New
CFP
1049
Catalyst Financial Partners
Massachusetts
$248K +$13.1K +45 +5%
C
1050
Certuity
Florida
$245K +$16.3K +56 +7%
40 41
42
43 44