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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Continuum Advisory
Idaho
$51.3K – – –
BGAI
1077
Bruce G. Allen Investments
Colorado
$50.9K +$1.13K +4 +2%
DAM
1078
Delta Asset Management
Tennessee
$47.8K – – –
SCA
1079
Stuart Chaussee & Associates
California
$45.6K – – –
GA
1080
GoalVest Advisory
New York
$45K – – –
HCM
1081
Hollencrest Capital Management
California
$43.9K +$6.49K +23 +17%
LWCFA
1082
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.7K +$13.8K +49 +48%
HGA
1083
Hobbs Group Advisors
South Carolina
$43.7K – – –
IFS
1084
Intelligent Financial Strategies
Minnesota
$43.3K – – –
LSA
1085
Leonteq Securities AG
Switzerland
$43.3K +$11.8K +42 +38%
DIP
1086
DT Investment Partners
Pennsylvania
$42.8K – – –
EWP
1087
Elevation Wealth Partners
California
$42.5K -$2.26K -8 -5%
CSB
1088
City State Bank
Iowa
$42.2K – – –
PSB
1089
Piscataqua Savings Bank
New Hampshire
$42.2K -$14.1K -50 -25%
RWM
1090
Ruedi Wealth Management
Illinois
$41.4K -$564 -2 -1%
SNB
1091
Security National Bank
Nebraska
$40.8K – – –
VWM
1092
Valley Wealth Managers
New Jersey
$40.2K – – –
RFG
1093
REAP Financial Group
Texas
$39.9K -$846 -3 -2%
TCG
1094
Transcendent Capital Group
Oklahoma
$39.4K – – –
MCM
1095
MV Capital Management
Maryland
$38.5K – – –
PWMG
1096
Prestige Wealth Management Group
New Jersey
$38K – – –
GEA
1097
Glen Eagle Advisors
New Jersey
$36.6K – – –
FFO
1098
Fortitude Family Office
Arizona
$36.3K +$29.9K +106 +461%
CNBT
1099
Cornerstone National Bank & Trust
Illinois
$36.3K +$36.4K +129 New
SIC
1100
SJS Investment Consulting
Ohio
$35.7K – – –
42 43
44
45 46