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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1326
Tidemark
California
$5.77K +$1.65K +5 +38%
DWM
1327
Dogwood Wealth Management
Kansas
$5.65K +$4.29K +13 +260%
IWM
1328
IMG Wealth Management
Florida
$5.44K +$5.6K +17 New
VWA
1329
Valued Wealth Advisors
Utah
$5.14K – – –
SIS
1330
Sound Income Strategies
Florida
$4.8K +$1.65K +5 +50%
RWA
1331
Redmont Wealth Advisors
Illinois
$4.8K +$4.95K +15 New
TFG
1332
Team Financial Group
California
$4.66K +$4.95K +15 New
CWP
1333
Clark Wealth Partners
Illinois
$4.48K – – –
PWA
1334
Principia Wealth Advisory
Texas
$4.48K +$989 +3 +27%
AFG
1335
Albion Financial Group
Utah
$4.16K – – –
CWM
1336
Cranbrook Wealth Management
Michigan
$4.16K – – –
VIS
1337
Vega Investment Solutions
France
$4.16K – – –
RAM
1338
Riggs Asset Management
Pennsylvania
$4.16K +$2.64K +8 +160%
BA
1339
Bellwether Advisors
Nebraska
$3.84K -$5.45M -16,545 -100%
MAS
1340
MPWM Advisory Solutions
Georgia
$3.84K -$14.8K -45 -79%
CMBA
1341
C.M. Bidwell & Associates
Hawaii
$3.84K – – –
HFS
1342
Horizon Financial Services
North Carolina
$3.84K +$1.32K +4 +50%
HFS
1343
Hughes Financial Services
Virginia
$3.44K -$330 -1 -8%
TWD
1344
True Wealth Design
Ohio
$3.41K +$1.32K +4 +57%
PWA
1345
Physician Wealth Advisors
Utah
$3.2K +$3.3K +10 New
EPIM
1346
Evelyn Partners Investment Management
$3.2K +$3.3K +10 New
HFM
1347
Harvest Fund Management
China
$3K -$69.6K -211 -96%
SVCP
1348
Silicon Valley Capital Partners
California
$2.89K +$2.97K +9 New
T
1349
Transce3nd
Texas
$2.88K +$2.97K +9 New
CIA
1350
Cape Investment Advisory
Georgia
$2.56K -$8.24K -25 -76%
52 53
54
55 56