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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1101
Moors & Cabot
Massachusetts
$236K +$216K +683 New
NRD
1102
Nebula Research & Development
New York
$236K +$216K +683 New
WA
1103
Wealth Architects
California
$234K -$41.7K -132 -16%
PFA
1104
Pure Financial Advisors
California
$234K +$214K +677 New
RFN
1105
Redwood Financial Network
Ohio
$233K +$214K +676 New
CAM
1106
Councilmark Asset Management
Tennessee
$233K +$213K +675 New
IWM
1107
IHT Wealth Management
Illinois
$233K +$213K +674 New
SFA
1108
Souders Financial Advisors
Ohio
$232K +$213K +673 New
SIM
1109
Sandia Investment Management
Massachusetts
$232K -$1.37M -4,327 -87%
EFG
1110
Elm3 Financial Group
Georgia
$232K +$213K +673 New
BP
1111
BBR Partners
New York
$232K +$212K +671 New
FAM
1112
Formidable Asset Management
Ohio
$231K -$31.6K -100 -13%
DT
1113
Diversified Trust
Tennessee
$230K -$534K -1,692 -72%
GWM
1114
Gitterman Wealth Management
New Jersey
$230K +$210K +665 New
CPWA
1115
Cerro Pacific Wealth Advisors
California
$229K +$30.6K +97 +14%
PGFC
1116
Peapack-Gladstone Financial Corp
New Jersey
$229K +$209K +662 New
NS
1117
NBC Securities
Alabama
$228K +$209K +663 New
MCM
1118
Mengis Capital Management
Oregon
$228K +$208K +660 New
FFA
1119
Founders Financial Alliance
North Carolina
$227K +$208K +658 New
AWE
1120
Avidian Wealth Enterprises
Texas
$227K +$208K +658 New
KA
1121
Kovack Advisors
Florida
$225K +$206K +651 New
LI
1122
LRI Investments
Florida
$225K +$206K +651 New
AHL
1123
Abel Hall LLC
Louisiana
$225K +$206K +651 New
PK
1124
Pflug Koory
Nebraska
$224K – – –
WJWM
1125
Williams Jones Wealth Management
New York
$221K +$202K +641 New
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