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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.2K – – –
MA
1202
MCF Advisors
Kentucky
$87.1K -$1.65K -5 -2%
TFIPS
1203
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.8K – – –
JFGIW
1204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83.2K +$50.4K +153 +143%
AGWCA
1205
Annis Gardner Whiting Capital Advisors
Florida
$82.9K +$43.2K +131 +102%
CPG
1206
Cornerstone Planning Group
New Jersey
$82.4K -$23.7K -72 -20%
VCM
1207
Versant Capital Management
Arizona
$82K +$2.64K +8 +3%
OP
1208
ORG Partners
Indiana
$77K +$23.4K +71 +42%
EWP
1209
Elevation Wealth Partners
California
$68.6K +$6.59K +20 +10%
TIM
1210
Tortoise Investment Management
New York
$68.5K +$3.3K +10 +5%
LC
1211
Lavaca Capital
Texas
$65.6K – – –
PAG
1212
Paladin Advisory Group
Iowa
$64K – – –
HC
1213
Hoese & Co
Minnesota
$64K – – –
HNB
1214
Hilltop National Bank
Wyoming
$59.2K +$61K +185 New
TFGT
1215
TS Financial Group (TSFG)
Illinois
$55K – – –
DAM
1216
Delta Asset Management
Tennessee
$54.4K – – –
BC
1217
Bayforest Capital
United Kingdom
$54.4K +$4.29K +13 +8%
BCM
1218
Boreal Capital Management
Florida
$54.4K +$56K +170 New
KIM
1219
Kestra Investment Management
Texas
$54.2K – – –
MAM
1220
Meeder Asset Management
Ohio
$52.5K +$6.26K +19 +13%
RFS
1221
Richardson Financial Services
Massachusetts
$52.4K +$659 +2 +1%
SCA
1222
Stuart Chaussee & Associates
California
$51.9K – – –
CIAS
1223
CBIZ Investment Advisory Services
Ohio
$50.8K +$10.9K +33 +26%
OAJ
1224
Ogorek Anthony Joseph
New York
$50K +$330 +1 +0.6%
DCM
1225
Disciplina Capital Management
Tennessee
$49.4K – – –
47 48
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50 51