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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1301
TFC Financial Management
Massachusetts
$1.7K – – –
LIM
1302
Longfellow Investment Management
Massachusetts
$1.7K – – –
BAM
1303
Bellevue Asset Management
Washington
$1.7K +$1.75K +6 New
PWA
1304
Principia Wealth Advisory
Texas
$1.7K +$1.75K +6 New
FIA
1305
FPC Investment Advisory
California
$1.51K – – –
RAM
1306
Riggs Asset Management
Pennsylvania
$1.42K – – –
HFS
1307
Horizon Financial Services
North Carolina
$1.42K – – –
BFPW
1308
BOK Financial Private Wealth
Colorado
$1.14K +$1.16K +4 New
CWA
1309
Carolina Wealth Advisors
South Carolina
$1.14K – – –
CT
1310
Coastline Trust
Rhode Island
$1.14K +$1.16K +4 New
GSWM
1311
Golden State Wealth Management
California
$1.14K +$1.16K +4 New
SMAM
1312
Sugar Maple Asset Management
Wisconsin
$1.14K +$1.16K +4 New
WW
1313
Winnow Wealth
Texas
$1.06K +$1.16K +4 New
TWD
1314
True Wealth Design
Ohio
$1.04K +$1.16K +4 New
WTFG
1315
Wood Tarver Financial Group
Idaho
$1K +$1.75K +6 New
SIS
1316
Sound Income Strategies
Florida
$852 -$4.95K -17 -85%
OSNBOA
1317
Old Second National Bank of Aurora
Illinois
$852 +$873 +3 New
PWM
1318
Parkworth Wealth Management
California
$852 +$873 +3 New
RPA
1319
Redwood Park Advisors
California
$852 +$873 +3 New
CWP
1320
Concord Wealth Partners
Virginia
$568 – – –
WA
1321
WestEnd Advisors
North Carolina
$568 – – –
AWM
1322
Activest Wealth Management
Florida
$568 +$582 +2 New
KBFS
1323
Kohmann Bosshard Financial Services
Ohio
$568 +$582 +2 New
CAM
1324
Chesapeake Asset Management
New York
$567 – – –
SN
1325
Sittner & Nelson
Oregon
$284 +$291 +1 New
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