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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1276
Avion Wealth
Texas
$5K +$1.46K +5 +31%
CAWM
1277
Capital A Wealth Management
Pennsylvania
$4.83K +$4.95K +17 New
VWA
1278
Valued Wealth Advisors
Utah
$4.54K -$582 -2 -11%
PWMG
1279
Private Wealth Management Group
New Jersey
$4.54K – – –
SIC
1280
Salem Investment Counselors
North Carolina
$4.26K -$2.91K -10 -40%
CAC
1281
Core Alternative Capital
Georgia
$4.26K – – –
FPF
1282
First Pacific Financial
Washington
$4.26K +$4.37K +15 New
M
1283
MOTCO
Texas
$3.97K +$4.07K +14 New
AFG
1284
Albion Financial Group
Utah
$3.69K – – –
T
1285
Tidemark
California
$3.69K +$3.78K +13 New
EBA
1286
Eagle Bay Advisors
New York
$3.67K -$1.75K -6 -32%
CMBA
1287
C.M. Bidwell & Associates
Hawaii
$3.41K – – –
WCM
1288
WealthTrak Capital Management
Virginia
$3.12K +$3.2K +11 New
CWP
1289
Clark Wealth Partners
Illinois
$3.12K +$3.2K +11 New
HFM
1290
Harvest Fund Management
China
$3K +$2.04K +7 +233%
MFS
1291
Mattson Financial Services
Michigan
$2.81K -$1.36M -4,661 -100%
MTIC
1292
Missouri Trust & Investment Company
Missouri
$2.56K +$2.62K +9 New
AT
1293
Avalon Trust
New Mexico
$2.27K +$2.33K +8 New
NWWA
1294
New Wave Wealth Advisors
Arkansas
$2.27K +$2.33K +8 New
PWA
1295
Provenance Wealth Advisors
Florida
$1.99K – – –
CF
1296
Conquis Financial
California
$1.99K +$2.04K +7 New
HWA
1297
HHM Wealth Advisors
Tennessee
$1.99K +$2.04K +7 New
MRP
1298
Measured Risk Portfolios
California
$1.99K +$2.04K +7 New
OCM
1299
Orion Capital Management
California
$1.99K +$2.04K +7 New
TFM
1300
TFC Financial Management
Massachusetts
$1.7K – – –
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