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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
1426
Consolidated Portfolio Review Corp
New York
– -$320K -999 Closed
IWA
1427
Icon Wealth Advisors
Texas
– -$315K -984 Closed
LAM
1428
Longboard Asset Management
Arizona
– -$296K -924 Closed
KFS
1429
Kaizen Financial Strategies
California
– -$293K -915 Closed
1C
1430
111 Capital
France
– -$291K -910 Closed
HWP
1431
Hibernia Wealth Partners
Louisiana
– -$285K -892 Closed
KA
1432
Klingman & Associates
New York
– -$285K -891 Closed
DAS
1433
Diversify Advisory Services
Utah
– -$243K -835 Closed
WA
1434
Whipplewood Advisors
Colorado
– -$264K -824 Closed
MS
1435
Maven Securities
Jersey
– -$261K -814 Closed
AIM
1436
Advyzon Investment Management
Illinois
– -$252K -788 Closed
MPM
1437
MBB Public Markets
Illinois
– -$250K -782 Closed
ML
1438
McAdam LLC
Pennsylvania
– -$249K -778 Closed
VFA
1439
Voya Financial Advisors
Connecticut
– -$245K -771 Closed
AI
1440
Accredited Investors
Minnesota
– -$241K -752 Closed
AA
1441
Armis Advisers
Georgia
– -$240K -749 Closed
DWP
1442
Daymark Wealth Partners
Ohio
– -$235K -735 Closed
TC
1443
TradeLink Capital
Illinois
– -$224K -700 Closed
MBTD
1444
Mechanics Bank - Trust Department
California
– -$211K -660 Closed
EFG
1445
Elm3 Financial Group
Georgia
– -$211K -658 Closed
AWE
1446
Avidian Wealth Enterprises
Texas
– -$209K -654 Closed
GCP
1447
Garda Capital Partners
Minnesota
– -$206K -643 Closed
PF
1448
Phoenix Financial
Israel
– -$205K -640 Closed
IIC
1449
Ironwood Investment Counsel
Arizona
– -$204K -638 Closed
BEW
1450
Burton Enright Welch
California
– -$201K -627 Closed
56 57
58
59 60