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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1051
Harvest Fund Management
China
$4K +$4.74K +20 New
VWA
1052
Valued Wealth Advisors
Utah
$3.65K +$3.79K +16 New
IGWM
1053
ICA Group Wealth Management
Colorado
$3.6K +$3.79K +16 New
PWMG
1054
Private Wealth Management Group
New Jersey
$3.37K +$3.55K +15 New
TFG
1055
Team Financial Group
California
$3.23K – – –
CCA
1056
Criterion Capital Advisors
Tennessee
$2.92K +$3.08K +13 New
DF
1057
Dunhill Financial
United Kingdom
$2.86K +$3.08K +13 New
CMBA
1058
C.M. Bidwell & Associates
Hawaii
$2.7K – – –
CBT
1059
CoreFirst Bank & Trust
Kansas
$2.7K – – –
AWM
1060
Able Wealth Management
New Jersey
$2.57K +$2.6K +11 New
JSAM
1061
J. Safra Asset Management
New York
$2.47K +$2.6K +11 New
AFG
1062
Albion Financial Group
Utah
$2.25K – – –
PMFA
1063
Plante Moran Financial Advisors
Michigan
$2.25K +$2.37K +10 New
IPW
1064
Impact Partnership Wealth
Georgia
$2.02K -$947 -4 -31%
AW
1065
Avion Wealth
Texas
$2K -$947 -4 -31%
CAL
1066
Capital Advisors Ltd
Ohio
$2K – – –
LIWM
1067
Long Island Wealth Management
New York
$2K +$1.9K +8 New
ODG
1068
O'Dell Group
Ohio
$1.58K +$1.66K +7 New
S
1069
Sachetta
Massachusetts
$1.57K +$1.66K +7 New
OCM
1070
Orion Capital Management
California
$1.57K – – –
PWA
1071
Provenance Wealth Advisors
Florida
$1.57K +$237 +1 +17%
LIM
1072
Longfellow Investment Management
Massachusetts
$1.35K – – –
TFM
1073
TFC Financial Management
Massachusetts
$1.13K – – –
IWA
1074
IBEX Wealth Advisors
New Jersey
$908 -$3.39M -14,320 -100%
DWA
1075
Delos Wealth Advisors
Texas
$675 – – –
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