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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1351
Capital Investment Advisory Services
North Carolina
– -$450K -1,453 Closed
MYIA
1352
Mount Yale Investment Advisors
Colorado
– -$447K -1,442 Closed
FCM
1353
FJ Capital Management
Virginia
– -$425K -1,371 Closed
SMA
1354
Sage Mountain Advisors
Georgia
– -$411K -1,328 Closed
BHCM
1355
Brevan Howard Capital Management
Jersey
– -$388K -1,253 Closed
IAN
1356
Integrated Advisors Network
Texas
– -$383K -1,238 Closed
DAM
1357
Deltec Asset Management
New York
– -$381K -1,230 Closed
IWC
1358
Integrated Wealth Concepts
Massachusetts
– -$374K -1,206 Closed
MWM
1359
Moran Wealth Management
Florida
– -$367K -1,184 Closed
SIA
1360
Strategic Investment Advisors
Michigan
– -$354K -1,142 Closed
MHC
1361
Meyer Handelman Company
New York
– -$350K -1,131 Closed
CCM
1362
Cinctive Capital Management
New York
– -$333K -1,076 Closed
EIP
1363
Epoch Investment Partners
New York
– -$326K -1,051 Closed
CCM
1364
Carderock Capital Management
Maryland
– -$325K -1,050 Closed
PWG
1365
Portside Wealth Group
Utah
– -$325K -1,049 Closed
IFG
1366
Independent Financial Group
California
– -$321K -1,036 Closed
CWIG
1367
Chung Wu Investment Group
Texas
– -$313K -1,012 Closed
BJL
1368
Brighton Jones LLC
Washington
– -$303K -980 Closed
CCFM
1369
Clear Creek Financial Management
Washington
– -$301K -971 Closed
ECM
1370
Evergreen Capital Management
Washington
– -$300K -970 Closed
OL
1371
Optas LLC
Texas
– -$293K -946 Closed
IA
1372
Invested Advisors
Pennsylvania
– -$268K -938 Closed
IWA
1373
IBEX Wealth Advisors
New Jersey
– -$288K -931 Closed
KFS
1374
Kurt F. Somerville
– -$288K -930 Closed
CGL
1375
Clarius Group LLC
Washington
– -$275K -888 Closed
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