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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1226
LGT Financial Advisors
Texas
$5.5K -$5.03K -19 -48%
HFS
1227
Horizon Financial Services
North Carolina
$5.43K -$8.47K -32 -60%
WA
1228
Whipplewood Advisors
Colorado
$5.43K +$5.56K +21 New
NSG
1229
Nalls Sherbakoff Group
Tennessee
$5.22K – – –
S
1230
Sachetta
Massachusetts
$5.18K -$3.71K -14 -41%
BLC
1231
Brown, Lisle/Cummings
Rhode Island
$5.18K – – –
JGCM
1232
Joseph Group Capital Management
Ohio
$5.18K +$5.29K +20 New
LB
1233
Legacy Bridge
Iowa
$4.92K +$5.03K +19 New
DWM
1234
Dogwood Wealth Management
Kansas
$4.92K -$265 -1 -5%
TPBG
1235
Turning Point Benefit Group
Maryland
$4.66K +$4.76K +18 New
LWMI
1236
Legacy Wealth Management (Idaho)
Idaho
$4.4K +$4.5K +17 New
VWA
1237
Valued Wealth Advisors
Utah
$4.15K – – –
NWM
1238
Nova Wealth Management
Florida
$4.14K – – –
SWM
1239
SHP Wealth Management
Massachusetts
$3.89K +$3.97K +15 New
RWA
1240
Redmont Wealth Advisors
Illinois
$3.88K – – –
AFC
1241
Ares Financial Consulting
California
$3.88K +$3.97K +15 New
SIS
1242
Sound Income Strategies
Florida
$3.88K – – –
TFG
1243
Team Financial Group
California
$3.78K – – –
HHCP
1244
Hilton Head Capital Partners
South Carolina
$3.62K +$3.71K +14 New
AFG
1245
Albion Financial Group
Utah
$3.37K – – –
CWM
1246
Cranbrook Wealth Management
Michigan
$3.37K – – –
T
1247
Tidemark
California
$3.36K -$1.32K -5 -28%
BHWM
1248
Bay Harbor Wealth Management
Maryland
$3.36K +$529 +2 +18%
CMBA
1249
C.M. Bidwell & Associates
Hawaii
$3.1K – – –
MAS
1250
MPWM Advisory Solutions
Georgia
$3.1K – – –
48 49
50
51 52