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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
826
KMG Fiduciary Partners
Ohio
$267K -$2.67K -2 -1%
AWA
827
Aaron Wealth Advisors
Illinois
$267K +$28K +21 +12%
PP
828
PDS Planning
Ohio
$266K +$25.3K +19 +11%
NG
829
NatWest Group
United Kingdom
$264K – – –
MA
830
Mutual Advisors
Nebraska
$263K +$255K +191 New
QWP
831
Quotient Wealth Partners
Texas
$262K +$253K +190 New
USCWA
832
U.S. Capital Wealth Advisors
Texas
$262K -$115K -86 -31%
AWM
833
Aprio Wealth Management
Georgia
$261K +$1.33K +1 +0.5%
OAM
834
Occidental Asset Management
California
$261K +$252K +189 New
LC
835
Lindbrook Capital
California
$257K -$60K -45 -19%
TAM
836
Tocqueville Asset Management
New York
$257K -$52K -39 -17%
DE
837
Diversified Enterprises
Delaware
$257K +$248K +186 New
FWA
838
FSM Wealth Advisors
Ohio
$255K +$21.3K +16 +10%
LFA
839
Legacy Financial Advisors
Kentucky
$253K +$8K +6 +3%
NRC
840
New Republic Capital
North Carolina
$253K +$10.7K +8 +5%
EI
841
Ellevest Inc
New York
$252K +$14.7K +11 +6%
CIC
842
Carnegie Investment Counsel
Ohio
$250K – – –
SAM
843
Strive Asset Management
Ohio
$249K -$61.3K -46 -20%
RT
844
Rockland Trust
Massachusetts
$249K – – –
CIC
845
Chase Investment Counsel
Virginia
$248K – – –
PI
846
PineBridge Investments
New York
$248K -$8K -6 -3%
FM
847
Family Management
New York
$246K +$237K +178 New
FIA
848
Foundations Investment Advisors
Arizona
$245K +$6.67K +5 +3%
WF
849
Welch & Forbes
Massachusetts
$245K – – –
LA
850
Legacy Advisors
Pennsylvania
$245K -$41.3K -31 -15%
32 33
34
35 36