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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
676
R Squared
Hong Kong
$665K +$655K +500 New
RCA
677
Resonant Capital Advisors
Wisconsin
$664K +$18.4K +14 +3%
VFA
678
Voya Financial Advisors
Connecticut
$663K -$113K -86 -15%
NAS
679
NWF Advisory Services
California
$662K +$51.1K +39 +8%
BC
680
Burney Company
Virginia
$654K +$1.31K +1 +0.2%
CWP
681
Curated Wealth Partners
California
$644K +$634K +484 New
JFG
682
JMG Financial Group
Illinois
$642K -$39.3K -30 -6%
AF
683
Allworth Financial
California
$632K +$149K +114 +32%
BP
684
Ballentine Partners
Massachusetts
$629K +$60.3K +46 +11%
SB
685
Simmons Bank
Arkansas
$626K +$87.8K +67 +17%
PE
686
PCM Encore
Colorado
$620K +$611K +466 New
CIA
687
Choate Investment Advisors
Massachusetts
$620K +$7.87K +6 +1%
AC
688
AXQ Capital
New Jersey
$618K +$609K +465 New
BCM
689
Boreal Capital Management
Florida
$617K – – –
DWM
690
Dogwood Wealth Management
Kansas
$617K +$6.55K +5 +1%
CT
691
Chicago Trust
Illinois
$614K – – –
SWP
692
Sagespring Wealth Partners
Tennessee
$613K +$85.2K +65 +16%
FTWA
693
Fifth Third Wealth Advisors
Ohio
$612K -$24.9K -19 -4%
WB
694
Webster Bank
Connecticut
$612K – – –
OCA
695
OpenArc Corporate Advisory
Georgia
$602K +$594K +453 New
QI
696
Qtron Investments
Massachusetts
$601K -$396K -302 -40%
AC
697
Aristeia Capital
Connecticut
$598K +$590K +450 New
JF
698
Jump Financial
Illinois
$593K -$190K -145 -25%
ESBC
699
E.S. Barr & Co
Kentucky
$592K – – –
VWM
700
Valley Wealth Managers
New Jersey
$590K -$15.7K -12 -3%
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