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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1176
Osterweis Capital Management
California
$151K -$11.5K -35 -7%
PWM
1177
Proathlete Wealth Management
Florida
$151K +$1.32K +4 +0.9%
TCM
1178
TruNorth Capital Management
Michigan
$150K – – –
CYG
1179
Clean Yield Group
Vermont
$145K – – –
CCA
1180
Catalyst Capital Advisors
New York
$145K +$149K +453 New
CIM
1181
CCLA Investment Management
United Kingdom
$135K +$8.51M +25,818 +7%
BSB
1182
Bangor Savings Bank
Maine
$133K – – –
OWA
1183
Opal Wealth Advisors
New York
$126K -$19.8K -60 -13%
QL
1184
Quarry LP
New York
$126K +$130K +393 New
TSMHT
1185
Thurston Springer Miller Herd & Titak
Indiana
$109K +$1.32K +4 +1%
MSFP
1186
Mark Sheptoff Financial Planning
Connecticut
$106K +$2.31K +7 +2%
BGAI
1187
Bruce G. Allen Investments
Colorado
$106K +$28.7K +87 +36%
RMC
1188
Resources Management Corp
Connecticut
$105K -$61.6K -187 -36%
TH
1189
TCTC Holdings
Texas
$105K – – –
LSA
1190
Leonteq Securities AG
Switzerland
$105K -$62.6K -190 -37%
VNA
1191
Valley National Advisers
Pennsylvania
$104K +$29.3K +89 +37%
MHR
1192
Matthew Hamilton Rosenberg
$104K – – –
FNWA
1193
Financial Network Wealth Advisors
Utah
$101K +$3.63K +11 +4%
RFG
1194
REAP Financial Group
Texas
$100K +$38.2K +116 +59%
C
1195
Covestor
United Kingdom
$99K +$61.3K +186 +150%
MWM
1196
Mascoma Wealth Management
New Hampshire
$96.4K – – –
NRG
1197
Nemes Rush Group
Michigan
$93.5K +$1.32K +4 +1%
LFASL
1198
Lugano Financial Advisors SA (LFA)
Switzerland
$93.2K – – –
DMBA
1199
Deseret Mutual Benefit Administrators
Utah
$92.5K – – –
BCMLT
1200
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.4K +$4.62K +14 +5%
46 47
48
49 50