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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Axxcess Wealth Management
California
$230K +$215K +365 New
WP
552
WMS Partners
Maryland
$226K +$212K +359 New
DT
553
Diversified Trust
Tennessee
$220K +$206K +349 New
FHC
554
First Heartland Consultants
Missouri
$218K +$203K +345 New
DWM
555
Dakota Wealth Management
Florida
$217K +$203K +344 New
SIM
556
Sentry Investment Management
Wisconsin
$216K -$10K -17 -5%
ANTB
557
AMG National Trust Bank
Colorado
$212K +$199K +337 New
FWCM
558
Ferguson Wellman Capital Management
Oregon
$212K +$198K +336 New
OIA
559
OneDigital Investment Advisors
Kansas
$212K +$198K +336 New
AFG
560
Altiora Financial Group
Ohio
$210K +$196K +333 New
AWM
561
Apollon Wealth Management
South Carolina
$210K +$196K +333 New
SWA
562
Stratos Wealth Advisors
Ohio
$207K +$193K +328 New
SCM
563
Shelton Capital Management
Colorado
$205K +$192K +326 New
DWT
564
Dorsey & Whitney Trust
South Dakota
$200K +$187K +318 New
CA
565
CoreCap Advisors
Michigan
$191K +$179K +303 New
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K +$36.5K +62 +27%
HNB
567
Huntington National Bank
Ohio
$182K -$11.2K -19 -6%
IA
568
IFP Advisors
Florida
$164K -$7.07K -12 -3%
WT
569
Whittier Trust
California
$157K -$18.9K -32 -11%
PA
570
Parallel Advisors
California
$154K -$1.77K -3 -1%
AF
571
Allworth Financial
California
$139K -$13.6K -23 -9%
QCG
572
Quadrant Capital Group
Ohio
$134K -$45.4K -77 -27%
FHA
573
First Horizon Advisors
Tennessee
$131K +$57.7K +98 +89%
CMBA
574
C.M. Bidwell & Associates
Hawaii
$127K – – –
TFS
575
TrustCore Financial Services
Tennessee
$125K – – –
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