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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1176
Elevation Wealth Partners
California
$49.4K +$6.69K +23 +15%
RF
1177
Roxbury Financial
New Jersey
$48.6K +$45.1K +155 New
DAM
1178
Delta Asset Management
Tennessee
$48.3K – – –
KIM
1179
Kestra Investment Management
Texas
$47.7K +$48.9K +168 New
RFS
1180
Richardson Financial Services
Massachusetts
$46.1K -$21.2K -73 -31%
SCA
1181
Stuart Chaussee & Associates
California
$46K – – –
GA
1182
GoalVest Advisory
New York
$45.4K – – –
HCM
1183
Hollencrest Capital Management
California
$44.3K – – –
IFS
1184
Intelligent Financial Strategies
Minnesota
$43.7K – – –
OC
1185
Oarsman Capital
Wisconsin
$43.4K +$8.44K +29 +23%
DIP
1186
DT Investment Partners
Pennsylvania
$43.1K – – –
CSB
1187
City State Bank
Iowa
$42.6K – – –
PSB
1188
Piscataqua Savings Bank
New Hampshire
$42.6K – – –
RWM
1189
Ruedi Wealth Management
Illinois
$41.7K – – –
OIAM
1190
OFI Invest Asset Management
France
$41.7K +$44.2K +152 New
SNB
1191
Security National Bank
Nebraska
$41.2K – – –
VWM
1192
Valley Wealth Managers
New Jersey
$40.6K – – –
TCG
1193
Transcendent Capital Group
Oklahoma
$39.7K – – –
MCM
1194
MV Capital Management
Maryland
$39.2K +$291 +1 +0.7%
PWMG
1195
Prestige Wealth Management Group
New Jersey
$38.3K – – –
GEA
1196
Glen Eagle Advisors
New Jersey
$36.9K – – –
CNBT
1197
Cornerstone National Bank & Trust
Illinois
$36.6K – – –
FFO
1198
Fortitude Family Office
Arizona
$36.6K – – –
FLP
1199
Financial Life Planners
Arizona
$36.4K +$37.2K +128 New
FMII
1200
Farmers & Merchants Investments Inc
Nebraska
$36.3K +$1.75K +6 +5%
46 47
48
49 50