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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1301
Armstrong Advisory Group
Massachusetts
$10.2K – – –
GWS
1302
Greykasell Wealth Strategies
California
$10.2K – – –
S
1303
Sachetta
Massachusetts
$9.92K +$1.32K +4 +15%
BFPW
1304
BOK Financial Private Wealth
Colorado
$9.92K +$10.2K +31 New
GC
1305
GFG Capital
Florida
$9.92K +$10.2K +31 New
QPBE
1306
Quintet Private Bank (Europe)
Luxembourg
$9.6K – – –
AIA
1307
Aventus Investment Advisors
Florida
$9.6K +$9.89K +30 New
AW
1308
Avion Wealth
Texas
$9K +$2.64K +8 +38%
BFP
1309
Briaud Financial Planning
Texas
$9K +$9.89K +30 New
TCM
1310
TD Capital Management
Tennessee
$9K – – –
FFO
1311
Fortitude Family Office
Arizona
$8.96K -$12.2K -37 -57%
WCM
1312
WealthTrak Capital Management
Virginia
$8.32K +$3.96K +12 +86%
CIAM
1313
Caitong International Asset Management
Hong Kong
$8.32K -$8.24K -25 -49%
RWM
1314
Raffa Wealth Management
District of Columbia
$8.32K – – –
DF
1315
Dunhill Financial
United Kingdom
$8.11K +$2.97K +9 +56%
PA
1316
Pineridge Advisors
Missouri
$8.07K – – –
BFS
1317
Bare Financial Services
Pennsylvania
$7.68K +$7.58K +23 +2,300%
PWMG
1318
Private Wealth Management Group
New Jersey
$7.36K – – –
HWM
1319
HighMark Wealth Management
Minnesota
$6.72K -$1.32K -4 -16%
NWM
1320
Nova Wealth Management
Florida
$6.71K +$4.95K +15 +250%
NSG
1321
Nalls Sherbakoff Group
Tennessee
$6.44K – – –
GGI
1322
Godsey & Gibb Inc
Virginia
$6.4K – – –
AP
1323
Aspect Partners
Virginia
$6.4K – – –
BLC
1324
Brown, Lisle/Cummings
Rhode Island
$6.4K – – –
CAL
1325
Capital Advisors Ltd
Ohio
$6K -$2.97K -9 -32%
51 52
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