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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
676
Resonant Capital Advisors
Wisconsin
$664K +$18.4K +14 +3%
VFA
677
Voya Financial Advisors
Connecticut
$663K -$113K -86 -15%
NAS
678
NWF Advisory Services
California
$662K +$51.1K +39 +8%
BC
679
Burney Company
Virginia
$654K +$1.31K +1 +0.2%
CWP
680
Curated Wealth Partners
California
$644K +$634K +484 New
JFG
681
JMG Financial Group
Illinois
$642K -$39.3K -30 -6%
AF
682
Allworth Financial
California
$632K +$149K +114 +32%
BP
683
Ballentine Partners
Massachusetts
$629K +$60.3K +46 +11%
SB
684
Simmons Bank
Arkansas
$626K +$87.8K +67 +17%
PE
685
PCM Encore
Colorado
$620K +$611K +466 New
CIA
686
Choate Investment Advisors
Massachusetts
$620K +$7.87K +6 +1%
AC
687
AXQ Capital
New Jersey
$618K +$609K +465 New
BCM
688
Boreal Capital Management
Florida
$617K – – –
DWM
689
Dogwood Wealth Management
Kansas
$617K +$6.55K +5 +1%
CT
690
Chicago Trust
Illinois
$614K – – –
SWP
691
Sagespring Wealth Partners
Tennessee
$613K +$85.2K +65 +16%
FTWA
692
Fifth Third Wealth Advisors
Ohio
$612K -$24.9K -19 -4%
WB
693
Webster Bank
Connecticut
$612K – – –
OCA
694
OpenArc Corporate Advisory
Georgia
$602K +$594K +453 New
QI
695
Qtron Investments
Massachusetts
$601K -$396K -302 -40%
AC
696
Aristeia Capital
Connecticut
$598K +$590K +450 New
JF
697
Jump Financial
Illinois
$593K -$190K -145 -25%
ESBC
698
E.S. Barr & Co
Kentucky
$592K – – –
VWM
699
Valley Wealth Managers
New Jersey
$590K -$15.7K -12 -3%
VWM
700
Venturi Wealth Management
Texas
$585K +$90.4K +69 +19%
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