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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
726
Blue Edge Capital
Virginia
$375K – – –
ECM
727
Evergreen Capital Management
Washington
$375K +$390K +296 New
DADC
728
D.A. Davidson & Co
Montana
$374K +$6.59K +5 +2%
UB
729
UMB Bank
Missouri
$373K -$1.32K -1 -0.3%
HSA
730
HBK Sorce Advisory
Pennsylvania
$368K -$50.1K -38 -12%
CGA
731
Crescent Grove Advisors
Illinois
$368K – – –
SWM
732
Shepherd Wealth Management
Ohio
$366K +$381K +289 New
SAM
733
Smartleaf Asset Management
Massachusetts
$366K +$128K +97 +51%
EDRH
734
Edmond de Rothschild Holding
Switzerland
$365K +$195K +148 +106%
IAS
735
Insigneo Advisory Services
Florida
$365K -$58K -44 -13%
AC
736
AXQ Capital
New Jersey
$364K -$986K -748 -72%
PI
737
PFG Investments
New York
$360K +$166K +126 +80%
BIG
738
Brooklyn Investment Group
New York
$356K +$7.91K +6 +2%
IAA
739
Independent Advisor Alliance
North Carolina
$354K +$368K +279 New
SQA
740
Simon Quick Advisors
New Jersey
$352K +$68.5K +52 +23%
HCM
741
Howard Capital Management
Georgia
$350K +$11.9K +9 +3%
JF
742
Jump Financial
Illinois
$350K +$364K +276 New
USCWA
743
U.S. Capital Wealth Advisors
Texas
$349K +$362K +275 New
KA
744
Kovack Advisors
Florida
$347K – – –
AM
745
AGF Management
Ontario, Canada
$347K -$896K -680 -71%
PFG
746
Prosperity Financial Group
California
$347K +$58K +44 +19%
GM
747
GeoWealth Management
Illinois
$346K -$140K -106 -28%
FMLI
748
Fukoku Mutual Life Insurance
Japan
$345K -$79.1K -60 -18%
FFA
749
Farther Finance Advisors
California
$337K +$104K +79 +42%
EWM
750
Empirical Wealth Management
Washington
$337K -$34.3K -26 -9%
28 29
30
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