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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1026
Alpha Family Trust
California
$254K – – –
RCA
1027
Resonant Capital Advisors
Wisconsin
$254K -$16.6K -55 -6%
SHFA
1028
SC&H Financial Advisors
Maryland
$252K – – –
WSFS
1029
Wilmington Savings Fund Society
Delaware
$252K -$706K -2,341 -74%
1IA
1030
1620 Investment Advisors
Massachusetts
$250K – – –
BAM
1031
BOS Asset Management
Illinois
$250K – – –
KFP
1032
Kerr Financial Planning
California
$249K +$288K +955 New
DFP
1033
Defined Financial Planning
California
$246K – – –
IWM
1034
IHT Wealth Management
Illinois
$245K +$35K +116 +17%
4WM
1035
44 Wealth Management
Oregon
$242K -$28.9K -96 -11%
NG
1036
Norden Group
Utah
$242K -$32.9K -109 -12%
KFS
1037
Kelly Financial Services
Massachusetts
$241K +$16K +53 +7%
AL
1038
Aspiriant LLC
California
$239K +$7.54K +25 +3%
ACM
1039
Advisors Capital Management
New Jersey
$239K -$5.13K -17 -2%
TCWA
1040
Turtle Creek Wealth Advisors
Texas
$238K +$232K +769 New
GFP
1041
Gryphon Financial Partners
Ohio
$238K +$12.7K +42 +6%
MCM
1042
Morton Capital Management
California
$236K – – –
VIM
1043
Vinva Investment Management
Australia
$236K – – –
MPI
1044
Mairs & Power Inc
Minnesota
$235K – – –
PFA
1045
Pure Financial Advisors
California
$235K +$5.13K +17 +2%
EGM
1046
Engineers Gate Manager
New York
$234K -$5.85M -19,401 -96%
FW
1047
FullCircle Wealth
Texas
$234K +$40.7K +135 +17%
RPWA
1048
Regent Peak Wealth Advisors
Georgia
$233K +$227K +752 New
ICM
1049
Intrepid Capital Management
Florida
$232K – – –
ET
1050
Equitable Trust
Tennessee
$232K – – –
40 41
42
43 44