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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1226
Bank of Jackson Hole Trust
Wyoming
$23K +$23.6K +81 New
HWM
1227
Hemington Wealth Management
Virginia
$20K +$8.44K +29 +69%
GWSA
1228
Global Wealth Strategies & Associates
Colorado
$19.9K +$20.4K +70 New
CIAM
1229
Caitong International Asset Management
Hong Kong
$19.6K +$20.1K +69 New
MAM
1230
Meeder Asset Management
Ohio
$19K -$1.75K -6 -8%
GFPC
1231
Global Financial Private Client
Florida
$18.7K +$1.46K +5 +8%
PSFG
1232
Park Square Financial Group
Georgia
$18.2K +$18.6K +64 New
ADL
1233
Asset Dedication LLC
California
$16.5K – – –
HNW
1234
High Note Wealth
Minnesota
$16.2K +$16.6K +57 New
MAS
1235
MPWM Advisory Solutions
Georgia
$16.2K +$16.6K +57 New
TC
1236
Truvestments Capital
Florida
$15.9K – – –
CCA
1237
Criterion Capital Advisors
Tennessee
$15.6K – – –
RS
1238
Rakuten Securities
Japan
$15K -$14.3K -49 -48%
RDIA
1239
RE Dickinson Investment Advisors
Iowa
$14K +$1.46K +5 New
JSAM
1240
J. Safra Asset Management
New York
$13.7K +$14K +48 New
FMP
1241
Financial Management Professionals
Texas
$13.6K -$5.24K -18 -27%
HBW
1242
Hazlett, Burt & Watson
West Virginia
$13K – – –
KFP
1243
Keener Financial Planning
Texas
$13K – – –
WWM
1244
Wolff Wiese Magana
California
$12.5K +$11.3K +39 +780%
AWM
1245
Abound Wealth Management
Tennessee
$12.2K +$291 +1 +2%
MFT
1246
Moisand Fitzgerald Tamayo
Florida
$11.9K – – –
CIA
1247
Cape Investment Advisory
Georgia
$11.9K +$1.16K +4 +11%
BHWM
1248
Beaird Harris Wealth Management
Texas
$11.6K – – –
WIM
1249
Westside Investment Management
California
$11.1K – – –
PGAM
1250
Princeton Global Asset Management
New Jersey
$10.5K +$10.8K +37 New
48 49
50
51 52