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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1151
SOA Wealth Advisors
New York
$25.9K – – –
CIA
1152
Cape Investment Advisory
Georgia
$25.9K +$20.1K +76 +317%
POIA
1153
Pin Oak Investment Advisors
Texas
$25K – – –
SC
1154
SouthState Corp
Florida
$24.8K +$8.74K +33 +52%
JWA
1155
JFS Wealth Advisors
Pennsylvania
$24.8K +$5.82K +22 +30%
SFS
1156
Sunrise Financial Services
Washington
$24.5K +$25.1K +95 New
SIS
1157
Strategic Investment Solutions
Illinois
$24.1K – – –
SR
1158
Swiss Re
Switzerland
$23K +$23.6K +89 New
NL
1159
NVWM LLC
Pennsylvania
$22.8K -$24.6K -93 -51%
TC
1160
Truvestments Capital
Florida
$22.8K -$1.59K -6 -6%
UCB
1161
United Community Bank
South Carolina
$21.5K +$4.5K +17 +26%
BWL
1162
Bogart Wealth LLC
Virginia
$21.5K -$2.91K -11 -12%
PWAM
1163
Private Wealth Asset Management
Iowa
$21.1K -$10.6K -40 -33%
DCM
1164
Dorato Capital Management
Colorado
$21.1K +$21.7K +82 New
SS
1165
SBI Securities
Japan
$21K -$129K -488 -86%
BOJHT
1166
Bank of Jackson Hole Trust
Wyoming
$21K – – –
HNW
1167
High Note Wealth
Minnesota
$19.7K +$794 +3 +4%
PSB
1168
Piscataqua Savings Bank
New Hampshire
$19.4K – – –
BHWM
1169
Beaird Harris Wealth Management
Texas
$19.2K -$1.32K -5 -6%
GKWIM
1170
Gerber Kawasaki Wealth & Investment Management
California
$18.7K +$8.43M +31,855 New
VR
1171
Vision Retirement
New Jersey
$18.6K +$19.1K +72 New
WWA
1172
Wealth Watch Advisors
Colorado
$18.4K +$1.06K +4 +6%
GWSA
1173
Global Wealth Strategies & Associates
Colorado
$18.1K – – –
RF
1174
Rossby Financial
Florida
$17.3K +$6.88K +26 +63%
ADL
1175
Asset Dedication LLC
California
$17.1K – – –
45 46
47
48 49