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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Abound Wealth Management
Tennessee
$14.5K -$316 -1 -2%
MFT
1277
Moisand Fitzgerald Tamayo
Florida
$14.5K – – –
BHWM
1278
Beaird Harris Wealth Management
Texas
$14.2K – – –
HT
1279
Headlands Technologies
Illinois
$14.2K +$13K +41 New
PGAM
1280
Princeton Global Asset Management
New Jersey
$12.8K – – –
BIA
1281
Bell Investment Advisors
California
$11.7K +$632 +2 +6%
AG
1282
AmeriFlex Group
Nevada
$11.7K – – –
CWM
1283
Centricity Wealth Management
Ohio
$11.7K – – –
CTC
1284
Cetera Trust Company
Minnesota
$11.7K – – –
JSAM
1285
J. Safra Asset Management
New York
$11.4K -$4.74K -15 -31%
CIA
1286
Cape Investment Advisory
Georgia
$11.4K -$2.84K -9 -21%
WT
1287
Washington Trust
Rhode Island
$11.2K +$2.21K +7 +28%
GWS
1288
Greykasell Wealth Strategies
California
$11K +$10.1K +32 New
QPBE
1289
Quintet Private Bank (Europe)
Luxembourg
$10.4K – – –
CAL
1290
Capital Advisors Ltd
Ohio
$10K +$2.84K +9 +47%
TCM
1291
TD Capital Management
Tennessee
$9.69K +$8.84K +28 New
S
1292
Sachetta
Massachusetts
$9.32K – – –
BWM
1293
Bernard Wealth Management
Michigan
$9.32K +$8.53K +27 New
AAG
1294
Armstrong Advisory Group
Massachusetts
$9.08K – – –
RWM
1295
Raffa Wealth Management
District of Columbia
$8.98K – – –
PA
1296
Pineridge Advisors
Missouri
$8.69K – – –
HWM
1297
HighMark Wealth Management
Minnesota
$8.63K – – –
AA
1298
Addison Advisors
Vermont
$8.29K – – –
PWMG
1299
Private Wealth Management Group
New Jersey
$7.94K +$2.21K +7 +44%
FPF
1300
First Pacific Financial
Washington
$7.94K +$2.53K +8 +53%
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