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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1051
Westshore Wealth
California
$276K – – –
OFO
1052
OneAscent Family Office
Alabama
$273K -$75.8K -240 -23%
MWM
1053
Moran Wealth Management
Florida
$273K +$25.3K +80 +11%
BIA
1054
Beacon Investment Advisors
Maryland
$270K +$16.7K +53 +7%
LJAC
1055
L.J. Altfest & Co
New York
$269K -$5.37K -17 -2%
WTB
1056
Washington Trust Bank
Washington
$267K +$11.7K +37 +5%
ACM
1057
Advisors Capital Management
New Jersey
$266K -$2.21K -7 -0.9%
IP
1058
Ignite Planners
California
$266K -$111K -352 -30%
GFP
1059
Gryphon Financial Partners
Ohio
$265K +$14.2K +45 +6%
ECM
1060
Evergreen Capital Management
Washington
$265K +$10.1K +32 +4%
MCM
1061
Morton Capital Management
California
$263K +$3.79K +12 +2%
ET
1062
Equitable Trust
Tennessee
$263K – – –
TI
1063
Truepoint Inc
Ohio
$262K – – –
WA
1064
WPG Advisers
Maryland
$262K -$15.5K -49 -6%
AWM
1065
Aprio Wealth Management
Georgia
$261K +$1.26K +4 +0.5%
I
1066
InceptionR
California
$260K -$1.59M -5,048 -87%
BPW
1067
Bingham Private Wealth
California
$259K +$237K +750 New
ICM
1068
Intrepid Capital Management
Florida
$259K +$237K +750 New
AMBIA
1069
Allen Mooney & Barnes Investment Advisors
Georgia
$259K +$237K +749 New
AL
1070
Aspiriant LLC
California
$258K +$236K +746 New
DWP
1071
Daymark Wealth Partners
Ohio
$257K +$235K +743 New
RPWA
1072
Regent Peak Wealth Advisors
Georgia
$257K -$2.53K -8 -1%
NG
1073
Norden Group
Utah
$256K +$235K +743 New
DAS
1074
Diversify Advisory Services
Utah
$256K +$4.42K +14 +2%
AI
1075
Axecap Investments
Ohio
$255K -$19K -60 -8%
41 42
43
44 45