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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1201
Westside Investment Management
California
$41.6K +$20.5K +68 +100%
HCM
1202
Hollencrest Capital Management
California
$41.2K – – –
GEA
1203
Glen Eagle Advisors
New Jersey
$40.3K – – –
CNBT
1204
Cornerstone National Bank & Trust
Illinois
$40K – – –
FLP
1205
Financial Life Planners
Arizona
$38.8K +$37.7K +125 New
RS
1206
Rakuten Securities
Japan
$38.7K +$6.03K +20 +19%
PWAM
1207
Private Wealth Asset Management
Iowa
$37.7K – – –
CIAS
1208
CBIZ Investment Advisory Services
Ohio
$36.7K -$12.1K -40 -25%
GA
1209
GoalVest Advisory
New York
$35.6K – – –
JSAM
1210
J. Safra Asset Management
New York
$35.3K +$3.62K +12 +12%
SIC
1211
SJS Investment Consulting
Ohio
$35K – – –
PGAM
1212
Princeton Global Asset Management
New Jersey
$34.7K -$3.02K -10 -8%
M
1213
MOTCO
Texas
$34.7K – – –
DF
1214
Dunhill Financial
United Kingdom
$33.9K +$25.3K +84 +336%
DPW
1215
DiNuzzo Private Wealth
Pennsylvania
$33K – – –
RWS
1216
Retirement Wealth Solutions
Wisconsin
$31.9K – – –
POIA
1217
Pin Oak Investment Advisors
Texas
$31.9K – – –
BI
1218
Binnacle Investments
Iowa
$31.6K -$301 -1 -1%
CB
1219
Centennial Bank
Arkansas
$31K – – –
SWA
1220
SOA Wealth Advisors
New York
$31K +$30.1K +100 New
CFO
1221
CVA Family Office
Colorado
$30.7K -$14.5K -48 -33%
PWA
1222
Physician Wealth Advisors
Utah
$30K +$26.2K +87 +870%
HWM
1223
Hemington Wealth Management
Virginia
$30K -$1.81K -6 -6%
EPW
1224
Evergreen Private Wealth
Colorado
$29.7K – – –
TC
1225
Truvestments Capital
Florida
$29.1K +$11.5K +38 +68%
47 48
49
50 51