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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1301
Albion Financial Group
Utah
$4.03K – – –
CWM
1302
Cranbrook Wealth Management
Michigan
$4.03K – – –
PWA
1303
Principia Wealth Advisory
Texas
$3.72K -$603 -2 -14%
CMBA
1304
C.M. Bidwell & Associates
Hawaii
$3.72K – – –
MAS
1305
MPWM Advisory Solutions
Georgia
$3.72K – – –
BHWM
1306
Bay Harbor Wealth Management
Maryland
$3.41K +$904 +3 +38%
BIM
1307
Breakwater Investment Management
Washington
$3.1K +$3.02K +10 New
EPIM
1308
Evelyn Partners Investment Management
$3.1K – – –
TWD
1309
True Wealth Design
Ohio
$2.99K -$301 -1 -9%
BAM
1310
Bellevue Asset Management
Washington
$2.48K +$603 +2 +33%
OCM
1311
Orion Capital Management
California
$2.17K – – –
PWA
1312
Provenance Wealth Advisors
Florida
$2.17K – – –
WPA
1313
Wealth Preservation Advisors
Tennessee
$2.17K +$603 +2 +40%
HFM
1314
Harvest Fund Management
China
$2K – – –
SFCL
1315
Strengthening Families & Communities LLC
Massachusetts
$1.86K +$1.81K +6 New
WW
1316
Winnow Wealth
Texas
$1.86K +$1.81K +6 New
TFM
1317
TFC Financial Management
Massachusetts
$1.86K – – –
CAC
1318
Core Alternative Capital
Georgia
$1.86K – – –
FCAS
1319
First Command Advisory Services
Texas
$1.86K – – –
LIM
1320
Longfellow Investment Management
Massachusetts
$1.86K – – –
WA
1321
WestEnd Advisors
North Carolina
$1.86K – – –
WOC
1322
West Oak Capital
California
$1.47K -$76.3K -253 -35%
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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