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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
AE Wealth Management
Kansas
$234K +$227K +318 New
WP
577
WMS Partners
Maryland
$233K -$30.7K -43 -12%
FFM
578
Forum Financial Management
Illinois
$231K +$224K +314 New
CRC
579
Curi RMB Capital
Illinois
$231K +$224K +313 New
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$231K +$224K +313 New
HNB
581
Huntington National Bank
Ohio
$230K +$16.4K +23 +8%
EFG
582
Everhart Financial Group
Ohio
$227K +$220K +308 New
TF
583
TIAA FSB
Florida
$226K +$219K +306 New
GT
584
Glenview Trust
Kentucky
$223K +$216K +303 New
NHC
585
Nicholas Hoffman & Company
Georgia
$220K -$101K -141 -32%
ANTB
586
AMG National Trust Bank
Colorado
$220K -$27.9K -39 -12%
TIA
587
Trust Investment Advisors
Indiana
$212K +$206K +288 New
DT
588
Diversified Trust
Tennessee
$212K -$44.3K -62 -18%
BAM
589
Belpointe Asset Management
Nevada
$195K +$83.6K +117 +79%
PA
590
Parallel Advisors
California
$194K +$12.9K +18 +7%
QCG
591
Quadrant Capital Group
Ohio
$191K +$32.9K +46 +22%
FDCDDQ
592
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$61.4K -86 -29%
AF
593
Allworth Financial
California
$147K -$15K -21 -10%
FHA
594
First Horizon Advisors
Tennessee
$145K -$7.86K -11 -5%
CMBA
595
C.M. Bidwell & Associates
Hawaii
$129K -$19.3K -27 -13%
EI
596
Ellevest Inc
New York
$120K +$12.9K +18 +12%
SWM
597
Spire Wealth Management
Virginia
$114K +$10K +14 +10%
PFBT
598
Parkside Financial Bank & Trust
Missouri
$113K -$4.29K -6 -4%
EWA
599
EverSource Wealth Advisors
Alabama
$109K -$714 -1 -0.7%
PB
600
Pinnacle Bancorp
Nebraska
$105K – – –
22 23
24
25 26