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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Whipplewood Advisors
Colorado
$244K +$250K +860 New
IAIM
1052
International Assets Investment Management
Florida
$244K -$67.4M -231,529 -100%
WBC
1053
West Branch Capital
Massachusetts
$244K – – –
IAS
1054
Investment Advisory Services
Texas
$243K +$16.9K +58 +7%
LC
1055
Lindbrook Capital
California
$242K +$6.69K +23 +3%
FTUS
1056
Flow Traders U.S.
New York
$241K +$247K +850 New
B
1057
Bellecapital
Switzerland
$241K +$247K +848 New
LAM
1058
L2 Asset Management
Massachusetts
$239K -$2.62K -9 -1%
HKIMG
1059
Hutchens & Kramer Investment Management Group
Indiana
$237K +$243K +835 New
JSL
1060
JT Stratford LLC
Georgia
$237K -$5.24K -18 -2%
PPW
1061
Parcion Private Wealth
Washington
$236K -$6.98K -24 -3%
ESB
1062
Essex Savings Bank
Connecticut
$235K +$3.2K +11 +1%
SHFA
1063
SC&H Financial Advisors
Maryland
$234K -$204K -700 -46%
WB
1064
WesBanco Bank
West Virginia
$233K -$10.8K -37 -4%
EB
1065
Eastern Bank
Massachusetts
$233K -$11.9K -41 -5%
WA
1066
Wealth Architects
California
$230K – – –
1IA
1067
1620 Investment Advisors
Massachusetts
$229K – – –
BAM
1068
BOS Asset Management
Illinois
$229K – – –
WA
1069
WPG Advisers
Maryland
$229K +$235K +807 New
SQA
1070
Simon Quick Advisors
New Jersey
$229K +$234K +805 New
DAS
1071
Diversify Advisory Services
Utah
$228K +$231K +794 New
AI
1072
Axecap Investments
Ohio
$227K -$2.31M -7,946 -91%
WW
1073
Westshore Wealth
California
$227K – – –
LJAC
1074
L.J. Altfest & Co
New York
$226K +$6.98K +24 +3%
TPI
1075
Trust Point Inc
Wisconsin
$225K +$2.04K +7 +0.9%
41 42
43
44 45