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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1151
Lavaca Capital
Texas
$24.1K -$21.2K -100 -49%
DPW
1152
DiNuzzo Private Wealth
Pennsylvania
$24.1K -$425 -2 -2%
POIA
1153
Pin Oak Investment Advisors
Texas
$24K +$637 +3 +3%
DSC
1154
Duncker Streett & Co
Missouri
$23.6K – – –
WAG
1155
Wilkerson Advisory Group
Missouri
$23.4K +$6.79K +32 +46%
PS
1156
Planning Strategies
Pennsylvania
$23.4K +$21.7K +102 New
SFAM
1157
Sawyer Falduto Asset Management
Illinois
$23K +$21.2K +100 New
SC
1158
Stance Capital
Massachusetts
$23K +$21.2K +100 New
SEP
1159
Signature Equity Partners
Ohio
$22.5K -$26.3K -124 -56%
IFWM
1160
Institute for Wealth Management
Colorado
$22.3K +$20.6K +97 New
PWA
1161
Physician Wealth Advisors
Utah
$21.6K +$2.34K +11 +13%
SIS
1162
Strategic Investment Solutions
Illinois
$21.4K – – –
SIC
1163
SJS Investment Consulting
Ohio
$20.7K -$425 -2 -2%
NL
1164
NVWM LLC
Pennsylvania
$20.2K +$212 +1 +1%
HNW
1165
High Note Wealth
Minnesota
$20.2K +$1.7K +8 +10%
RWM
1166
Rialto Wealth Management
New York
$19.7K +$3.61K +17 +25%
CB
1167
Community Bank
New York
$19.3K +$17.8K +84 New
1CP
1168
1015 Capital Partners
Pennsylvania
$18.6K +$12.3K +58 +252%
NB
1169
NBH Bank
Colorado
$18.6K +$17.2K +81 New
PWAM
1170
Private Wealth Asset Management
Iowa
$18.3K – – –
PSB
1171
Piscataqua Savings Bank
New Hampshire
$17.2K – – –
RWS
1172
Retirement Wealth Solutions
Wisconsin
$16.6K -$6.58K -31 -30%
JWA
1173
JFS Wealth Advisors
Pennsylvania
$16.1K -$425 -2 -3%
APFP
1174
Action Point Financial Planning
Michigan
$15.6K +$15.7K +74 New
FPF
1175
First Pacific Financial
Washington
$15.4K +$12.1K +57 +570%
45 46
47
48 49