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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
551
Total Clarity Wealth Management
Illinois
$8K +$8.21K +15 New
BHWM
552
Bay Harbor Wealth Management
Maryland
$7K – – –
TFS
553
TrustCore Financial Services
Tennessee
$7K +$547 +1 +8%
WLPWM
554
Walled Lake Planning & Wealth Management
Illinois
$7K +$7.12K +13 New
RWM
555
Raffa Wealth Management
District of Columbia
$6.16K – – –
BAM
556
Bellevue Asset Management
Washington
$6K +$5.47K +10 New
SA
557
SRH Advisors
Kansas
$5K – – –
SPIA
558
Steward Partners Investment Advisory
New York
$5K – – –
EWA
559
Evolution Wealth Advisors
Florida
$5K +$547 +1 +13%
CCM
560
Covington Capital Management
California
$5K +$4.93K +9 New
GWS
561
Glassman Wealth Services
Virginia
$4K -$2.19K -4 -33%
PMFA
562
Plante Moran Financial Advisors
Michigan
$4K – – –
CTB
563
Country Trust Bank
Illinois
$3K – – –
EIP
564
Ellis Investment Partners
Pennsylvania
$3K – – –
JCM
565
Jacobi Capital Management
Pennsylvania
$3K – – –
SFA
566
Semmax Financial Advisors
North Carolina
$3K – – –
EWM
567
EPG Wealth Management
Georgia
$3K +$2.74K +5 New
JWBC
568
John W. Brooker & Co
California
$3K +$2.74K +5 New
WCM
569
Wealthcare Capital Management
Virginia
$3K +$3.28K +6 New
APC
570
Aspire Private Capital
North Carolina
$2K – – –
AWM
571
Avior Wealth Management
Nebraska
$2K – – –
HI
572
Hudock Inc
Pennsylvania
$2K +$2.19K +4 New
LP
573
LMR Partners
United Kingdom
$1.31K +$374K +683 +41%
FPFS
574
First Personal Financial Services
North Carolina
$1K -$82.1K -150 -99%
AS
575
Altshuler Shaham
Israel
$1K -$547 -1 -50%
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