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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
1226
Banque Cantonale Vaudoise
Switzerland
– -$440K -1,694 Closed
SP
1227
Symmetry Partners
Connecticut
– -$338K -1,303 Closed
WF
1228
Wayfinding Financial
Washington
– -$318K -1,226 Closed
CPC
1229
Consolidated Planning Corp
Georgia
– -$309K -1,192 Closed
OHWA
1230
Oak Hill Wealth Advisors
Virginia
– -$327K -1,159 Closed
GCM
1231
Graham Capital Management
Connecticut
– -$292K -1,127 Closed
CCP
1232
Clarity Capital Partners
California
– -$269K -1,036 Closed
EP
1233
Edgestream Partners
New Jersey
– -$265K -1,021 Closed
EC
1234
EntryPoint Capital
New York
– -$226K -872 Closed
DC
1235
Diametric Capital
Massachusetts
– -$226K -871 Closed
MHS
1236
M Holdings Securities
Oregon
– -$226K -871 Closed
TI
1237
Truepoint Inc
Ohio
– -$212K -818 Closed
LFAS
1238
Level Four Advisory Services
Texas
– -$206K -795 Closed
NG
1239
Norden Group
Utah
– -$201K -775 Closed
OWA
1240
Opal Wealth Advisors
New York
– -$164K -633 Closed
KFS
1241
Kelly Financial Services
Massachusetts
– -$77.9K -300 Closed
GLR
1242
Great Lakes Retirement
Ohio
– -$69.8K -269 Closed
FDCP
1243
Foster Dykema Cabot & Partners
Massachusetts
– -$51.9K -200 Closed
TWD
1244
True Wealth Design
Ohio
– -$51.9K -200 Closed
ATPW
1245
Ashton Thomas Private Wealth
Arizona
– -$39.2K -151 Closed
LCM
1246
Logan Capital Management
Pennsylvania
– -$36.3K -140 Closed
HH
1247
HWG Holdings
Texas
– -$18.4K -71 Closed
UCB
1248
United Community Bank
South Carolina
– -$14.3K -55 Closed
FRA
1249
Front Row Advisors
California
– -$10.4K -40 Closed
OP
1250
ORG Partners
Indiana
– -$9.34K -36 Closed
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