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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
801
Aptus Capital Advisors
Alabama
$254K – – –
LFA
802
Legacy Financial Advisors
Kentucky
$254K +$255K +199 New
PJSIMP
803
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$6.41K +5 +3%
TA
804
TrueWealth Advisors
Alabama
$250K +$251K +196 New
IA
805
IFP Advisors
Florida
$250K -$131K -102 -34%
MIS
806
Morningstar Investment Services
Illinois
$250K +$249K +194 New
FI
807
Fractal Investments
Connecticut
$249K – – –
FNT
808
First Nebraska Trust
Nebraska
$248K – – –
KFP
809
KMG Fiduciary Partners
Ohio
$245K -$2.56K -2 -1%
TAM
810
Tocqueville Asset Management
New York
$245K – – –
PP
811
PDS Planning
Ohio
$245K +$33.3K +26 +16%
EI
812
Ellevest Inc
New York
$245K +$35.9K +28 +17%
KP
813
Keel Point
Alabama
$245K +$19.2K +15 +8%
LA
814
Legacy Advisors
Pennsylvania
$243K -$15.4K -12 -6%
AWM
815
Aprio Wealth Management
Georgia
$240K – – –
JIC
816
Johnson Investment Counsel
Ohio
$239K – – –
SSWM
817
Smith Salley Wealth Management
North Carolina
$236K -$1.28K -1 -0.5%
CBFP
818
Cedar Brook Financial Partners
Ohio
$235K -$545K -425 -70%
PB
819
Pinnacle Bancorp
Nebraska
$234K – – –
WPW
820
Waldron Private Wealth
Pennsylvania
$233K – – –
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230K – – –
RT
822
Rockland Trust
Massachusetts
$230K – – –
EGA
823
E&G Advisors
Texas
$224K +$224K +175 New
AAM
824
Aureus Asset Management
Massachusetts
$222K -$2.56K -2 -1%
CCG
825
Catalina Capital Group
California
$222K +$223K +174 New
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33
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