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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1376
Pittenger & Anderson Inc
Nebraska
– -$10.8K -50 Closed
IWS
1377
Intentional Wealth Strategies
Colorado
– -$10.2K -47 Closed
S
1378
Sachetta
Massachusetts
– -$9.1K -42 Closed
OPTFSNA
1379
Old Point Trust & Financial Services N A
Virginia
– -$6.71K -31 Closed
AA
1380
Addison Advisors
Vermont
– -$5.2K -24 Closed
LWMI
1381
Legacy Wealth Management (Idaho)
Idaho
– -$4.55K -21 Closed
RCM
1382
Richardson Capital Management
Wisconsin
– -$3.9K -18 Closed
NWM
1383
Nova Wealth Management
Florida
– -$3.46K -16 Closed
TFG
1384
Team Financial Group
California
– -$3.18K -15 Closed
HHCP
1385
Hilton Head Capital Partners
South Carolina
– -$3.03K -14 Closed
PWA
1386
Portus Wealth Advisors
North Carolina
– -$2.82K -13 Closed
T
1387
Tidemark
California
– -$2.82K -13 Closed
MAS
1388
MPWM Advisory Solutions
Georgia
– -$2.6K -12 Closed
VWM
1389
Vermillion Wealth Management
Minnesota
– -$1.95K -9 Closed
WCM
1390
Westend Capital Management
California
– -$1.52K -7 Closed
LAS
1391
Lloyd Advisory Services
Georgia
– -$1.09K -5 Closed
SIS
1392
Sound Income Strategies
Florida
– -$1.08K -5 Closed
MWC
1393
MBM Wealth Consultants
Missouri
– -$433 -2 Closed
PUI
1394
Purpose Unlimited Inc
– -$434 -2 Closed
TWM
1395
TopTier Wealth Management
Wisconsin
– -$433 -2 Closed
3FI
1396
3 Factor Indexing
California
– -$217 -1 Closed
CW
1397
Curio Wealth
Maryland
– -$217 -1 Closed
MPW
1398
MASECO Private Wealth
– -$217 -1 Closed
NF
1399
Napier Financial
Massachusetts
– -$217 -1 Closed
EA
1400
Evolution Advisers
Virginia
– +$212 +1 New
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