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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1251
Evergreen Private Wealth
Colorado
$33.1K – – –
BOJHT
1252
Bank of Jackson Hole Trust
Wyoming
$33.1K +$5.37K +17 +21%
HWM
1253
Hemington Wealth Management
Virginia
$33K +$7.9K +25 +35%
SIS
1254
Strategic Investment Solutions
Illinois
$32.1K – – –
JWA
1255
JFS Wealth Advisors
Pennsylvania
$31.8K +$3.16K +10 +12%
BWL
1256
Bogart Wealth LLC
Virginia
$30.2K – – –
HH
1257
HWG Holdings
Texas
$24.5K +$22.4K +71 New
GWSA
1258
Global Wealth Strategies & Associates
Colorado
$24.2K – – –
FFO
1259
Fortitude Family Office
Arizona
$22.4K -$20.2K -64 -50%
HNW
1260
High Note Wealth
Minnesota
$21.4K +$1.58K +5 +9%
RWM
1261
Rialto Wealth Management
New York
$21.1K +$19.3K +61 New
UCB
1262
United Community Bank
South Carolina
$20.4K +$18.6K +59 New
ADL
1263
Asset Dedication LLC
California
$20K – – –
PSFG
1264
Park Square Financial Group
Georgia
$20K -$1.9K -6 -9%
MAS
1265
MPWM Advisory Solutions
Georgia
$19.7K – – –
HWP
1266
Highline Wealth Partners
California
$19.7K +$12.3K +39 +217%
TC
1267
Truvestments Capital
Florida
$19.3K – – –
AWM
1268
Activest Wealth Management
Florida
$19.3K +$17.1K +54 +2,700%
FMP
1269
Financial Management Professionals
Texas
$19K +$2.21K +7 +15%
CIAM
1270
Caitong International Asset Management
Hong Kong
$17.6K -$5.69K -18 -26%
SIC
1271
Salem Investment Counselors
North Carolina
$16.9K +$10.7K +34 +227%
CA
1272
Crewe Advisors
Utah
$16.4K +$4.74K +15 +47%
KFP
1273
Keener Financial Planning
Texas
$16K – – –
HBW
1274
Hazlett, Burt & Watson
West Virginia
$16K +$316 +1 +2%
CAL
1275
Capital Analysts LLC
Pennsylvania
$16K +$6.32K +20 +74%
49 50
51
52 53