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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
726
Westhampton Capital
North Carolina
$415K – – –
4WM
727
4J Wealth Management
Virginia
$414K -$2.62K -2 -0.6%
VWM
728
Venturi Wealth Management
Texas
$411K -$111K -85 -19%
AFA
729
AA Financial Advisors
Ohio
$409K -$11.8K -9 -2%
AWA
730
Arkadios Wealth Advisors
Georgia
$409K +$99.6K +76 +27%
CAM
731
Cresset Asset Management
Illinois
$408K -$22.3K -17 -5%
ICP
732
Interchange Capital Partners
Pennsylvania
$403K -$56.4K -43 -13%
AFG
733
Atomi Financial Group
New York
$402K -$106K -81 -19%
NC
734
nVerses Capital
Florida
$400K +$452K +345 New
TCIIS
735
TIAA-CREF Individual & Institutional Services
New York
$398K +$450K +343 New
BBA
736
Baader Bank Aktiengesellschaft
Germany
$394K +$459K +350 New
RWP
737
RWA Wealth Partners
Massachusetts
$391K +$2.62K +2 +0.6%
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$388K -$68.2K -52 -13%
PFG
739
Prosperity Financial Group
California
$387K +$17K +13 +4%
UB
740
UMB Bank
Missouri
$386K -$118K -90 -21%
NWAG
741
Net Worth Advisory Group
Utah
$385K -$60.3K -46 -12%
SCM
742
Sterling Capital Management
North Carolina
$382K -$225K -172 -34%
DT
743
Diversified Trust
Tennessee
$380K -$78.7K -60 -15%
BFS
744
Bradley Foster & Sargent
Connecticut
$378K +$36.7K +28 +9%
SIC
745
Salem Investment Counselors
North Carolina
$377K – – –
OA
746
Oak Associates
Ohio
$367K – – –
FB
747
Fulton Bank
Pennsylvania
$366K +$22.3K +17 +6%
TW
748
Tempo Wealth
Ohio
$365K +$2.62K +2 +0.6%
CA
749
CoreCap Advisors
Michigan
$364K -$13.1K -10 -3%
AWM
750
Aprio Wealth Management
Georgia
$362K -$11.8K -9 -3%
28 29
30
31 32