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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1151
Stance Capital
Massachusetts
$23K +$21.2K +100 New
SEP
1152
Signature Equity Partners
Ohio
$22.5K -$26.3K -124 -56%
IFWM
1153
Institute for Wealth Management
Colorado
$22.3K +$20.6K +97 New
PWA
1154
Physician Wealth Advisors
Utah
$21.6K +$2.34K +11 +13%
SIS
1155
Strategic Investment Solutions
Illinois
$21.4K – – –
SIC
1156
SJS Investment Consulting
Ohio
$20.7K -$425 -2 -2%
NL
1157
NVWM LLC
Pennsylvania
$20.2K +$212 +1 +1%
HNW
1158
High Note Wealth
Minnesota
$20.2K +$1.7K +8 +10%
RWM
1159
Rialto Wealth Management
New York
$19.7K +$3.61K +17 +25%
CB
1160
Community Bank
New York
$19.3K +$17.8K +84 New
1CP
1161
1015 Capital Partners
Pennsylvania
$18.6K +$12.3K +58 +252%
NB
1162
NBH Bank
Colorado
$18.6K +$17.2K +81 New
PWAM
1163
Private Wealth Asset Management
Iowa
$18.3K – – –
PSB
1164
Piscataqua Savings Bank
New Hampshire
$17.2K – – –
RWS
1165
Retirement Wealth Solutions
Wisconsin
$16.6K -$6.58K -31 -30%
JWA
1166
JFS Wealth Advisors
Pennsylvania
$16.1K -$425 -2 -3%
APFP
1167
Action Point Financial Planning
Michigan
$15.6K +$15.7K +74 New
FPF
1168
First Pacific Financial
Washington
$15.4K +$12.1K +57 +570%
BFS
1169
Bare Financial Services
Pennsylvania
$14.9K +$9.98K +47 +261%
HBW
1170
Hazlett, Burt & Watson
West Virginia
$14K – – –
SSG
1171
Summit Securities Group
New York
$13.8K +$3.82K +18 +43%
SWM
1172
SHP Wealth Management
Massachusetts
$13.5K +$4.25K +20 +51%
MAM
1173
Meeder Asset Management
Ohio
$12.9K +$2.34K +11 +24%
CFM
1174
Cornerstone Financial Management
Massachusetts
$12.9K +$6.37K +30 +115%
CA
1175
Crewe Advisors
Utah
$12.8K +$4.88K +23 +70%
45 46
47
48 49