Independent Financial Group’s Teradata TDC Stock Holding History

Independent Financial Group’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	+36,225	New	+$1.1M	0.02%	602
2021 Q4	–	Sell	-3,628	Closed	-$208K	–	833
2021 Q3	$208K	Buy	+3,628	New	+$187K	0.02%	661

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Wealth Enhancement Advisory Services

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Handelsbanken Fonder

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Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return