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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1126
Allen Mooney & Barnes Investment Advisors
Georgia
$224K -$16.2K -49 -7%
TC
1127
TradeLink Capital
Illinois
$224K +$231K +700 New
FFP
1128
FourThought Financial Partners
Florida
$223K -$989 -3 -0.4%
CWM
1129
Cornerstone Wealth Management
Missouri
$222K – – –
OAS
1130
Optivise Advisory Services
Tennessee
$221K -$63K -191 -22%
FCG
1131
Fielder Capital Group
Tennessee
$221K -$330 -1 -0.1%
KCIC
1132
Kuhn & Co Investment Counsel
Illinois
$220K – – –
PFM
1133
Patton Fund Management
Texas
$219K +$225K +683 New
EWM
1134
Empirical Wealth Management
Washington
$217K -$104K -314 -32%
RFN
1135
Redwood Financial Network
Ohio
$216K – – –
CCM
1136
Consolidated Capital Management
California
$216K -$49.4K -150 -18%
GHA
1137
GW Henssler & Associates
Georgia
$216K -$15.8K -48 -7%
IWM
1138
IHT Wealth Management
Illinois
$216K – – –
WA
1139
Wealth Architects
California
$216K -$1.32K -4 -0.6%
BP
1140
BBR Partners
New York
$215K – – –
EB
1141
Eastern Bank
Massachusetts
$214K -$49.4K -150 -18%
SS
1142
SBI Securities
Japan
$214K +$109K +331 +98%
TPA
1143
Trivium Point Advisory
Connecticut
$213K -$7.25K -22 -3%
WBC
1144
West Branch Capital
Massachusetts
$212K -$19.8K -60 -8%
KA
1145
Kozak & Associates
Colorado
$212K -$120K -363 -35%
SAG
1146
SageView Advisory Group
California
$212K -$6.26K -19 -3%
MCM
1147
Mengis Capital Management
Oregon
$211K – – –
MBTD
1148
Mechanics Bank - Trust Department
California
$211K -$125K -378 -36%
DT
1149
Diversified Trust
Tennessee
$211K -$2.31K -7 -1%
EFG
1150
Elm3 Financial Group
Georgia
$211K -$4.95K -15 -2%
44 45
46
47 48