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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1176
True Wealth Design
Ohio
$4.76K +$3.46K +15 +214%
AWM
1177
Activest Wealth Management
Florida
$4.76K +$5.08K +22 New
LWMI
1178
Legacy Wealth Management (Idaho)
Idaho
$4.55K +$924 +4 +24%
BFS
1179
Bare Financial Services
Pennsylvania
$3.9K +$2.77K +12 +200%
RCM
1180
Richardson Capital Management
Wisconsin
$3.9K +$4.16K +18 New
SC
1181
SouthState Corp
Florida
$3.68K -$18.2K -79 -82%
VWA
1182
Valued Wealth Advisors
Utah
$3.49K – – –
PWMG
1183
Private Wealth Management Group
New Jersey
$3.47K -$1.85K -8 -33%
TM
1184
Torren Management
California
$3.46K -$2.08K -9 -36%
NWM
1185
Nova Wealth Management
Florida
$3.46K – – –
BHWM
1186
Bay Harbor Wealth Management
Maryland
$3.46K +$693 +3 +23%
BW
1187
Basepoint Wealth
Iowa
$3.25K +$3.46K +15 New
SIC
1188
Salem Investment Counselors
North Carolina
$3.25K +$3.46K +15 New
TFG
1189
Team Financial Group
California
$3.18K – – –
AFG
1190
Albion Financial Group
Utah
$3.03K +$231 +1 +8%
HHCP
1191
Hilton Head Capital Partners
South Carolina
$3.03K – – –
DWM
1192
Dogwood Wealth Management
Kansas
$2.82K -$1.39K -6 -32%
CWM
1193
Cranbrook Wealth Management
Michigan
$2.82K – – –
T
1194
Tidemark
California
$2.82K – – –
PWA
1195
Portus Wealth Advisors
North Carolina
$2.82K +$3K +13 New
CMBA
1196
C.M. Bidwell & Associates
Hawaii
$2.6K – – –
MAS
1197
MPWM Advisory Solutions
Georgia
$2.6K – – –
LIM
1198
Longfellow Investment Management
Massachusetts
$2.38K – – –
AG
1199
AmeriFlex Group
Nevada
$2.25K – – –
EPIM
1200
Evelyn Partners Investment Management
$2.17K – – –
46 47
48
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