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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
801
Keel Point
Alabama
$266K +$25K +19 +10%
AFW
802
Avantra Family Wealth
Pennsylvania
$266K +$277K +210 New
IC
803
Iconiq Capital
California
$265K +$275K +209 New
EWA
804
EverSource Wealth Advisors
Alabama
$265K +$40.8K +31 +17%
OCM
805
Objective Capital Management
Ohio
$264K -$46.1K -35 -14%
LIM
806
Leavell Investment Management
Alabama
$264K – – –
LA
807
Legacy Advisors
Pennsylvania
$264K +$274K +208 New
ANTB
808
AMG National Trust Bank
Colorado
$261K +$13.2K +10 +5%
CCG
809
Catalina Capital Group
California
$259K +$13.2K +10 +5%
CRC
810
Curi RMB Capital
Illinois
$256K – – –
CCWM
811
Cassaday & Co Wealth Management
Virginia
$256K +$2.63K +2 +1%
PL
812
Plancorp LLC
Missouri
$256K +$5.27K +4 +2%
DWP
813
Daymark Wealth Partners
Ohio
$254K +$17.1K +13 +7%
CIC
814
Carnegie Investment Counsel
Ohio
$253K -$51.4K -39 -16%
CFM
815
Catalyst Funds Management
Australia
$253K +$264K +200 New
IA
816
IFC Advisors
California
$253K +$264K +200 New
KBFS
817
Kohmann Bosshard Financial Services
Ohio
$253K +$264K +200 New
TA
818
Tiptree Advisors
New York
$253K +$264K +200 New
TAM
819
Tucker Asset Management
Colorado
$253K +$264K +200 New
ACA
820
Aptus Capital Advisors
Alabama
$252K +$6.59K +5 +3%
RWM
821
Ritholtz Wealth Management
New York
$251K +$32.9K +25 +14%
TWM
822
TriaGen Wealth Management
California
$251K +$5.27K +4 +2%
KFP
823
KMG Fiduciary Partners
Ohio
$247K +$3.95K +3 +2%
FI
824
Fractal Investments
Connecticut
$247K – – –
WA
825
Waverly Advisors
Alabama
$247K +$257K +195 New
31 32
33
34 35