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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1326
West Oak Capital
California
$2.61K – – –
HWA
1327
HHM Wealth Advisors
Tennessee
$2.42K – – –
OCM
1328
Orion Capital Management
California
$2.42K – – –
PWA
1329
Provenance Wealth Advisors
Florida
$2.42K – – –
WA
1330
WestEnd Advisors
North Carolina
$2.42K +$1.58K +5 +250%
HHGA
1331
Halbert Hargrove Global Advisors
California
$2.42K +$2.21K +7 New
TWD
1332
True Wealth Design
Ohio
$2.3K +$948 +3 +75%
TFM
1333
TFC Financial Management
Massachusetts
$2.07K – – –
WTFG
1334
Wood Tarver Financial Group
Idaho
$2.07K – – –
CAC
1335
Core Alternative Capital
Georgia
$2.07K -$2.84K -9 -60%
BAM
1336
Bellevue Asset Management
Washington
$2.07K – – –
LIM
1337
Longfellow Investment Management
Massachusetts
$2.07K – – –
BHWM
1338
Bay Harbor Wealth Management
Maryland
$2.07K +$1.9K +6 New
FCAS
1339
First Command Advisory Services
Texas
$2.07K +$1.9K +6 New
NWM
1340
Nova Wealth Management
Florida
$2.07K +$1.9K +6 New
RF
1341
Rossby Financial
Florida
$1.93K +$1.9K +6 New
WW
1342
Winnow Wealth
Texas
$1.92K +$632 +2 +50%
RAM
1343
Riggs Asset Management
Pennsylvania
$1.73K – – –
DWM
1344
Dogwood Wealth Management
Kansas
$1.73K +$1.58K +5 New
HC
1345
Hara Capital
Washington
$1.73K +$1.58K +5 New
WPA
1346
Wealth Preservation Advisors
Tennessee
$1.73K +$1.58K +5 New
CWA
1347
Carolina Wealth Advisors
South Carolina
$1.38K – – –
GSWM
1348
Golden State Wealth Management
California
$1.38K – – –
ACA
1349
American Capital Advisory
Idaho
$1.38K +$1.26K +4 New
GP
1350
Greenline Partners
New York
$1.38K +$1.26K +4 New
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