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TransDigm Group

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
651
JMG Financial Group
Illinois
$655K
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$653K -$20.5K -16 -3%
AS
653
Altshuler Shaham
Israel
$652K
GI
654
GAMMA Investing
California
$646K +$195K +152 +43%
MHIC
655
Marble Harbor Investment Counsel
Massachusetts
$639K
PPWP
656
Premier Path Wealth Partners
New Jersey
$635K +$19.2K +15 +3%
CFG
657
Citizens Financial Group
Rhode Island
$627K +$381K +297 +153%
FTWA
658
Fifth Third Wealth Advisors
Ohio
$608K +$610K +476 New
CIM
659
Contravisory Investment Management
Massachusetts
$603K -$3.85K -3 -0.6%
GA
660
Geller Advisors
New York
$594K -$1.28K -1 -0.2%
SF
661
Summit Financial
New Jersey
$593K +$595K +464 New
WB
662
Webster Bank
Connecticut
$588K
DFCM
663
Dark Forest Capital Management
Puerto Rico
$585K +$587K +458 New
SEIA
664
Signature Estate & Investment Advisors
California
$581K +$583K +455 New
Alyeska Investment Group
665
Alyeska Investment Group
Illinois
$575K -$290K -226 -33%
OA
666
Oak Associates
Ohio
$575K
GM
667
GeoWealth Management
Illinois
$569K +$93.6K +73 +20%
FNBT
668
FineMark National Bank & Trust
Florida
$567K +$43.6K +34 +8%
RWP
669
RWA Wealth Partners
Massachusetts
$561K -$10.3K -8 -2%
FHA
670
First Horizon Advisors
Tennessee
$546K +$51.3K +40 +10%
MG
671
Mather Group
Illinois
$543K +$206K +161 +58%
WA
672
Win Advisors
Florida
$543K +$545K +425 New
PA
673
Parallel Advisors
California
$542K +$53.9K +42 +11%
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$526K +$132K +103 +33%
DC
675
Diametric Capital
Massachusetts
$525K +$136K +106 +35%