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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
801
Morningstar Investment Services
Illinois
$286K +$13K +10 +5%
CCWM
802
Cassaday & Co Wealth Management
Virginia
$285K -$1.3K -1 -0.5%
PL
803
Plancorp LLC
Missouri
$283K -$39K -30 -13%
ANTB
804
AMG National Trust Bank
Colorado
$280K -$16.9K -13 -6%
AFG
805
Atomi Financial Group
New York
$280K +$255K +196 New
FI
806
Fractal Investments
Connecticut
$278K – – –
ACA
807
Aptus Capital Advisors
Alabama
$277K -$6.5K -5 -3%
TWM
808
TriaGen Wealth Management
California
$277K -$1.08M -830 -81%
FNT
809
First Nebraska Trust
Nebraska
$277K – – –
CCG
810
Catalina Capital Group
California
$277K +$26K +20 +11%
KFP
811
KMG Fiduciary Partners
Ohio
$274K – – –
KP
812
Keel Point
Alabama
$273K -$7.8K -6 -3%
HIGP
813
Hill Investment Group Partners
Missouri
$271K – – –
IWM
814
IHT Wealth Management
Illinois
$268K +$26K +20 +12%
AWM
815
Aprio Wealth Management
Georgia
$268K – – –
JIC
816
Johnson Investment Counsel
Ohio
$268K +$1.3K +1 +0.5%
DWP
817
Daymark Wealth Partners
Ohio
$267K -$67.6K -52 -22%
FFA
818
Farther Finance Advisors
California
$266K +$22.1K +17 +10%
SAM
819
Smartleaf Asset Management
Massachusetts
$265K +$109K +84 +80%
AWA
820
Aaron Wealth Advisors
Illinois
$264K -$31.2K -24 -11%
HAS
821
HBW Advisory Services
California
$264K +$28.6K +22 +13%
LFA
822
Legacy Financial Advisors
Kentucky
$263K -$19.5K -15 -8%
EI
823
Ellevest Inc
New York
$263K -$10.4K -8 -4%
WPW
824
Waldron Private Wealth
Pennsylvania
$263K +$2.6K +2 +1%
PB
825
Pinnacle Bancorp
Nebraska
$261K – – –
31 32
33
34 35