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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1101
Pin Oak Investment Advisors
Texas
$4K – – –
AW
1102
Avion Wealth
Texas
$4K +$1.2K +5 +56%
FGAM
1103
Financial Gravity Asset Management
Texas
$3.87K -$14.4K -60 -79%
DF
1104
Dunhill Financial
United Kingdom
$3.79K +$481 +2 +15%
CAC
1105
Core Alternative Capital
Georgia
$3.75K -$14.7K -61 -80%
PWMG
1106
Private Wealth Management Group
New Jersey
$3.75K – – –
CCA
1107
Criterion Capital Advisors
Tennessee
$3.75K +$481 +2 +15%
RWA
1108
Redmont Wealth Advisors
Illinois
$3.75K +$3.61K +15 New
SIC
1109
Salem Investment Counselors
North Carolina
$3.75K +$3.61K +15 New
AFG
1110
Albion Financial Group
Utah
$3.25K +$721 +3 +30%
CMBA
1111
C.M. Bidwell & Associates
Hawaii
$3K – – –
CBT
1112
CoreFirst Bank & Trust
Kansas
$3K – – –
CAL
1113
Capital Advisors Ltd
Ohio
$3K +$721 +3 +38%
SSG
1114
Summit Securities Group
New York
$3K +$2.4K +10 New
IPW
1115
Impact Partnership Wealth
Georgia
$2.25K – – –
FPF
1116
First Pacific Financial
Washington
$1.75K +$1.68K +7 New
OCM
1117
Orion Capital Management
California
$1.75K – – –
PWA
1118
Provenance Wealth Advisors
Florida
$1.75K – – –
S
1119
Sachetta
Massachusetts
$1.57K – – –
TFM
1120
TFC Financial Management
Massachusetts
$1.5K +$240 +1 +20%
LIM
1121
Longfellow Investment Management
Massachusetts
$1.5K – – –
HFS
1122
Horizon Financial Services
North Carolina
$1.25K +$1.2K +5 New
FIA
1123
FPC Investment Advisory
California
$1.19K +$1.2K +5 New
ECM
1124
Everence Capital Management
Indiana
$1.13K – – –
CWC
1125
Carolinas Wealth Consulting
North Carolina
$1K +$481 +2 +100%
43 44
45
46 47