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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1326
SageView Advisory Group
California
– -$373K -1,442 Closed
CI
1327
Conning Inc
Connecticut
– -$370K -1,428 Closed
HAS
1328
HBW Advisory Services
California
– -$368K -1,423 Closed
BC
1329
Burney Company
Virginia
– -$367K -1,420 Closed
AWCI
1330
Alpine Woods Capital Investors
New York
– -$361K -1,395 Closed
SWA
1331
Stratos Wealth Advisors
Ohio
– -$345K -1,332 Closed
PCM
1332
Prelude Capital Management
New York
– -$332K -1,284 Closed
FCH
1333
Freestone Capital Holdings
Washington
– -$321K -1,239 Closed
VFA
1334
Values First Advisors
Tennessee
– -$320K -1,236 Closed
OFO
1335
OneAscent Family Office
Alabama
– -$312K -1,204 Closed
LAM
1336
Lifestyle Asset Management
Texas
– -$308K -1,189 Closed
SFO
1337
Stokes Family Office
Louisiana
– -$307K -1,185 Closed
CCWP
1338
Cedar Cove Wealth Partners
Minnesota
– -$306K -1,182 Closed
WFI
1339
West Family Investments
California
– -$304K -1,174 Closed
CPWA
1340
Cerro Pacific Wealth Advisors
California
– -$299K -1,157 Closed
WF
1341
WealthPoint Financial
North Carolina
– -$297K -1,146 Closed
KP
1342
Keel Point
Alabama
– -$283K -1,092 Closed
BMCM
1343
Burns Matteson Capital Management
New York
– -$279K -1,077 Closed
NSUP
1344
NLB Skladi upravljanje premozenja
– -$277K -1,069 Closed
SCP
1345
Sivia Capital Partners
California
– -$276K -1,066 Closed
PP
1346
PDS Planning
Ohio
– -$275K -1,064 Closed
BTWM
1347
Baker Tilly Wealth Management
Wisconsin
– -$274K -1,058 Closed
PIA
1348
Perennial Investment Advisors
California
– -$272K -1,050 Closed
KJHP
1349
K.J. Harrison & Partners
Ontario, Canada
– -$260K -1,004 Closed
PAS
1350
Parsonex Advisory Services
Colorado
– -$258K -997 Closed
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