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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Mascoma Wealth Management
New Hampshire
$33.3K – – –
RFS
1127
Richardson Financial Services
Massachusetts
$33.3K +$3.82K +18 +14%
JGCM
1128
Joseph Group Capital Management
Ohio
$32.6K +$20K +94 +196%
BWA
1129
Basecamp Wealth Advisors
Washington
$32.1K +$1.06K +5 +4%
TSMHT
1130
Thurston Springer Miller Herd & Titak
Indiana
$31.7K – – –
WIM
1131
Westside Investment Management
California
$31.2K – – –
CNBT
1132
Cornerstone National Bank & Trust
Illinois
$30.9K – – –
PWMG
1133
Prestige Wealth Management Group
New Jersey
$30.8K – – –
NAMP
1134
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$30.7K +$26.3K +124 New
GEA
1135
Glen Eagle Advisors
New Jersey
$30.5K +$637 +3 +2%
OAJ
1136
Ogorek Anthony Joseph
New York
$30K +$212 +1 +0.8%
AT
1137
Avalon Trust
New Mexico
$29.8K -$11.7K -55 -30%
SC
1138
Solstein Capital
California
$29.8K – – –
DCM
1139
Disciplina Capital Management
Tennessee
$29.8K -$2.76K -13 -9%
FLP
1140
Financial Life Planners
Arizona
$29K – – –
PAM
1141
Parvin Asset Management
South Dakota
$28.7K – – –
LWM
1142
Lodestone Wealth Management
Washington
$28.2K – – –
PGAM
1143
Princeton Global Asset Management
New Jersey
$27.5K +$1.7K +8 +7%
IA
1144
IFG Advisory
Georgia
$27.3K +$25.3K +119 New
VNA
1145
Valley National Advisers
Pennsylvania
$27.1K -$25.3K -119 -50%
M
1146
MOTCO
Texas
$27.1K +$1.27K +6 +5%
CLOS
1147
Compagnie Lombard Odier SCmA
Switzerland
$27.1K +$25.1K +118 New
CCWM
1148
Cassaday & Co Wealth Management
Virginia
$26.4K -$3.82K -18 -14%
AF
1149
Abound Financial
California
$25.3K +$23.4K +110 New
KAS
1150
Kemnay Advisory Services
New York
$24.6K +$849 +4 +4%
44 45
46
47 48