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TransDigm Group

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
501
Point72 Hong Kong
Hong Kong
$150K +$150K +255 New
Federated Hermes
502
Federated Hermes
Pennsylvania
$135K -$11.8K -20 -8%
SPIA
503
Steward Partners Investment Advisory
New York
$131K +$82.5K +140 +169%
PA
504
Parallel Advisors
California
$126K +$7.07K +12 +6%
QCG
505
Quadrant Capital Group
Ohio
$113K +$13K +22 +13%
TSW
506
Thompson Siegel & Walmsley
Virginia
$105K -$7.66K -13 -7%
FPS
507
Fieldpoint Private Securities
Connecticut
$101K -$589 -1 -0.6%
SFS
508
Sowell Financial Services
Arkansas
$93K -$4.13K -7 -4%
PB
509
Pinnacle Bancorp
Nebraska
$84K
WT
510
Whittier Trust
California
$84K +$9.43K +16 +13%
BCA
511
Berman Capital Advisors
Georgia
$84K +$26.5K +45 +45%
TWA
512
TCI Wealth Advisors
Arizona
$83K +$5.89K +10 +8%
NIM
513
NuWave Investment Management
New Jersey
$82K +$81.9K +139 New
AP
514
Arlington Partners
Alabama
$78K +$56.6K +96 +259%
TPCW
515
TD Private Client Wealth
New York
$73.1K +$2.95K +5 +4%
APA
516
American Portfolios Advisors
New York
$70.3K -$589 -1 -0.8%
HWA
517
HHM Wealth Advisors
Tennessee
$69K
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$65K +$18.3K +31 +39%
HI
519
Harbour Investments
Wisconsin
$63K +$63.1K +107 New
BBHC
520
Brown Brothers Harriman & Co
New York
$61.2K -$7.02M -11,921 -10%
LWA
521
Lenox Wealth Advisors
New York
$59K
RWB
522
RMR Wealth Builders
New Jersey
$58K +$58.3K +99 New
PFBT
523
Parkside Financial Bank & Trust
Missouri
$52K +$1.77K +3 +3%
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$49K
FF
525
FourThought Financial
Florida
$42K