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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1201
Delta Asset Management
Tennessee
$7.12K -$20.6K -97 -76%
CCM
1202
Chilton Capital Management
Texas
$6.89K -$39.7K -187 -86%
AIA
1203
Aventus Investment Advisors
Florida
$6.89K – – –
EP
1204
Essential Partners
California
$6.89K +$1.27K +6 +25%
SIM
1205
Synergy Investment Management
Florida
$6.72K +$4.25K +20 +400%
BIA
1206
Bell Investment Advisors
California
$6.43K -$2.55K -12 -30%
LSA
1207
Leonteq Securities AG
Switzerland
$6.43K – – –
PWMG
1208
Private Wealth Management Group
New Jersey
$5.97K +$2.12K +10 +63%
JFGIW
1209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.74K -$9.77K -46 -65%
DF
1210
Dunhill Financial
United Kingdom
$5.59K -$13.6K -64 -73%
AP
1211
Aspect Partners
Virginia
$5.28K -$1.27K -6 -21%
AF
1212
Alerus Financial
North Dakota
$5.05K – – –
HFS
1213
Hughes Financial Services
Virginia
$4.82K +$3.4K +16 +320%
MAM
1214
Marquette Asset Management
Minnesota
$4.82K +$4.46K +21 New
RS
1215
Rakuten Securities
Japan
$4.59K -$3.61K -17 -46%
TWD
1216
True Wealth Design
Ohio
$4.36K -$637 -3 -14%
ADL
1217
Asset Dedication LLC
California
$4.13K +$2.12K +10 +125%
VWA
1218
Valued Wealth Advisors
Utah
$3.71K – – –
CWP
1219
Clark Wealth Partners
Illinois
$3.67K +$3.4K +16 New
TM
1220
Torren Management
California
$3.67K – – –
BW
1221
Basepoint Wealth
Iowa
$3.44K – – –
SIC
1222
Salem Investment Counselors
North Carolina
$3.44K – – –
FW
1223
Fairway Wealth
Ohio
$3.44K +$3.19K +15 New
AWM
1224
Abound Wealth Management
Tennessee
$3.38K -$6.58K -31 -67%
IW
1225
Imprint Wealth
South Carolina
$3.21K -$2.97K -14 -50%
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