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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
651
Premier Path Wealth Partners
New Jersey
$733K -$16.9K -12 -2%
TCM
652
Tuttle Capital Management
Connecticut
$730K +$84.3K +60 +14%
AWM
653
Axxcess Wealth Management
California
$727K +$16.9K +12 +3%
CAM
654
Cresset Asset Management
Illinois
$720K -$930K -662 -58%
CIA
655
Choate Investment Advisors
Massachusetts
$716K -$7.02K -5 -1%
FTWA
656
Fifth Third Wealth Advisors
Ohio
$715K -$70.2K -50 -10%
SCM
657
Semanteon Capital Management
Massachusetts
$710K -$299K -213 -31%
CT
658
Chicago Trust
Illinois
$703K -$44.9K -32 -6%
WB
659
Webster Bank
Connecticut
$699K – – –
ONB
660
Old National Bancorp
Indiana
$692K +$28.1K +20 +5%
LS
661
Livforsakringsbolaget Skandia
Sweden
$678K +$281K +200 +81%
ESBC
662
E.S. Barr & Co
Kentucky
$677K +$625K +445 New
VAS
663
Vestmark Advisory Solutions
Massachusetts
$675K +$187K +133 +43%
NWAG
664
Net Worth Advisory Group
Utah
$668K -$28.1K -20 -4%
BWP
665
Burling Wealth Partners
Illinois
$665K -$240K -171 -28%
MIM
666
Morningstar Investment Management
Illinois
$661K +$611K +435 New
NW
667
NewEdge Wealth
Pennsylvania
$650K -$37.9K -27 -6%
SWP
668
Sagespring Wealth Partners
Tennessee
$649K +$52K +37 +9%
FFA
669
Farther Finance Advisors
California
$643K +$92.7K +66 +18%
SP
670
Stablepoint Partners
Massachusetts
$639K – – –
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$630K +$75.8K +54 +15%
FNBT
672
FineMark National Bank & Trust
Florida
$620K +$2.81K +2 +0.5%
BP
673
Ballentine Partners
Massachusetts
$620K +$56.2K +40 +11%
SRWM
674
Shira Ridge Wealth Management
California
$617K – – –
SMA
675
Sage Mountain Advisors
Georgia
$615K +$2.81K +2 +0.5%
25 26
27
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