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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1351
Optivise Advisory Services
Tennessee
– -$256K -989 Closed
AOWM
1352
Asset One Wealth Management
Washington
– -$237K -965 Closed
TNA
1353
True North Advisors
Texas
– -$246K -951 Closed
ONSWM
1354
Old North State Wealth Management
North Carolina
– -$245K -942 Closed
BA
1355
Bridgewater Advisors
New York
– -$211K -941 Closed
GWANC
1356
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$242K -935 Closed
AIA
1357
AssuredPartners Investment Advisors
Florida
– -$241K -930 Closed
NB
1358
Northwest Bancshares
Pennsylvania
– -$237K -917 Closed
IWN
1359
Independent Wealth Network
Iowa
– -$237K -915 Closed
YAIA
1360
Yanni & Associates Investment Advisors
Pennsylvania
– -$235K -908 Closed
FSA
1361
Fort Sheridan Advisors
Illinois
– -$233K -900 Closed
PPW
1362
Parcion Private Wealth
Washington
– -$229K -884 Closed
C
1363
Certuity
Florida
– -$227K -878 Closed
CWP
1364
Curated Wealth Partners
California
– -$224K -867 Closed
SHFA
1365
SC&H Financial Advisors
Maryland
– -$223K -862 Closed
FFO
1366
Fiduciary Family Office
Florida
– -$223K -861 Closed
VAG
1367
VisionPoint Advisory Group
Texas
– -$221K -853 Closed
AA
1368
Advisory Advocates
Michigan
– -$219K -847 Closed
FPL
1369
Fortress Private Ledger
North Carolina
– -$219K -845 Closed
RWA
1370
River Wealth Advisors
Pennsylvania
– -$218K -843 Closed
SPC
1371
Sigma Planning Corp
Michigan
– -$216K -836 Closed
NFG
1372
Nations Financial Group
Iowa
– -$215K -832 Closed
PFG
1373
Prosperity Financial Group
California
– -$214K -826 Closed
LFA
1374
Legacy Financial Advisors
Kentucky
– -$212K -821 Closed
CCA
1375
Childress Capital Advisors
Texas
– -$212K -820 Closed
53 54
55
56 57