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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
851
Welch & Forbes
Massachusetts
$245K – – –
LA
852
Legacy Advisors
Pennsylvania
$245K -$41.3K -31 -15%
EGA
853
E&G Advisors
Texas
$242K – – –
ABC
854
Associated Banc-Corp
Wisconsin
$242K +$233K +175 New
CWA
855
Canvas Wealth Advisors
Kansas
$242K +$2.67K +2 +1%
SCA
856
Snowden Capital Advisors
New York
$241K -$50.7K -38 -18%
VBWMG
857
Von Berge Wealth Management Group
California
$239K – – –
CCS
858
Concentric Capital Strategies
Connecticut
$238K +$229K +172 New
VAG
859
VisionPoint Advisory Group
Texas
$237K +$10.7K +8 +5%
TWP
860
Tower Wealth Partners
Pennsylvania
$237K +$228K +171 New
LRIA
861
Leonard Rickey Investment Advisors
Washington
$233K – – –
MGIA
862
Moneta Group Investment Advisors
Missouri
$231K – – –
NAS
863
Nicolet Advisory Services
Wisconsin
$230K +$236K +177 New
DS
864
DRW Securities
Illinois
$230K -$265K -199 -55%
WTA
865
Washington Trust Advisors
Massachusetts
$230K -$93.3K -70 -30%
SW
866
Simplicity Wealth
New Jersey
$228K +$220K +165 New
IP
867
Isthmus Partners
Wisconsin
$227K – – –
PFBT
868
Parkside Financial Bank & Trust
Missouri
$224K +$8K +6 +4%
OL
869
Optas LLC
Texas
$224K +$216K +162 New
SIM
870
Sentry Investment Management
Wisconsin
$222K -$70.7K -53 -23%
WANY
871
Wealthspire Advisors (New York)
New York
$222K -$26.7K -20 -11%
MWM
872
Moran Wealth Management
Florida
$221K +$213K +160 New
MWM
873
Mission Wealth Management
California
$221K -$9.33K -7 -4%
THCM
874
Taylor Hoffman Capital Management
Virginia
$221K – – –
JFGIW
875
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$115K +86 +118%
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35
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