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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1301
Team Financial Group
California
$4.52K – – –
AFG
1302
Albion Financial Group
Utah
$4.03K – – –
CWM
1303
Cranbrook Wealth Management
Michigan
$4.03K – – –
PWA
1304
Principia Wealth Advisory
Texas
$3.72K -$603 -2 -14%
CMBA
1305
C.M. Bidwell & Associates
Hawaii
$3.72K – – –
MAS
1306
MPWM Advisory Solutions
Georgia
$3.72K – – –
BHWM
1307
Bay Harbor Wealth Management
Maryland
$3.41K +$904 +3 +38%
BIM
1308
Breakwater Investment Management
Washington
$3.1K +$3.02K +10 New
EPIM
1309
Evelyn Partners Investment Management
$3.1K – – –
TWD
1310
True Wealth Design
Ohio
$2.99K -$301 -1 -9%
BAM
1311
Bellevue Asset Management
Washington
$2.48K +$603 +2 +33%
OCM
1312
Orion Capital Management
California
$2.17K – – –
PWA
1313
Provenance Wealth Advisors
Florida
$2.17K – – –
WPA
1314
Wealth Preservation Advisors
Tennessee
$2.17K +$603 +2 +40%
HFM
1315
Harvest Fund Management
China
$2K – – –
SFCL
1316
Strengthening Families & Communities LLC
Massachusetts
$1.86K +$1.81K +6 New
WW
1317
Winnow Wealth
Texas
$1.86K +$1.81K +6 New
TFM
1318
TFC Financial Management
Massachusetts
$1.86K – – –
CAC
1319
Core Alternative Capital
Georgia
$1.86K – – –
FCAS
1320
First Command Advisory Services
Texas
$1.86K – – –
LIM
1321
Longfellow Investment Management
Massachusetts
$1.86K – – –
WA
1322
WestEnd Advisors
North Carolina
$1.86K – – –
QWM
1323
Quaker Wealth Management
New Jersey
$1.24K -$603 -2 -33%
DWA
1324
Delos Wealth Advisors
Texas
$1.24K – – –
HIA
1325
HFM Investment Advisors
New Jersey
$1.24K – – –
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