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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1026
Financial Perspectives
Minnesota
$2.54K – – –
MFT
1027
Moisand Fitzgerald Tamayo
Florida
$2.54K – – –
PWMG
1028
Prestige Wealth Management Group
New Jersey
$2.54K – – –
WWP
1029
WR Wealth Planners
Missouri
$2.54K – – –
CPL
1030
Capital & Planning LLC
Georgia
$2.54K +$2.63K +2 New
CSWM
1031
Cassady Schiller Wealth Management
Ohio
$2.54K +$2.63K +2 New
MAS
1032
MPWM Advisory Solutions
Georgia
$2.54K +$2.63K +2 New
PWA
1033
Principia Wealth Advisory
Texas
$2.54K +$2.63K +2 New
SN
1034
Sittner & Nelson
Oregon
$2.54K +$2.63K +2 New
CPG
1035
Cornerstone Planning Group
New Jersey
$1.34K – – –
AP
1036
Atwood & Palmer
Missouri
$1.27K -$3.95K -3 -75%
KB
1037
Kimelman & Baird
New York
$1.27K – – –
BFPW
1038
BOK Financial Private Wealth
Colorado
$1.27K +$1.32K +1 New
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27K +$1.32K +1 New
WCM
1040
WealthTrak Capital Management
Virginia
$1.27K +$1.32K +1 New
RWM
1041
Ruedi Wealth Management
Illinois
$1.27K – – –
CAM
1042
Chesapeake Asset Management
New York
$1.27K +$1.32K +1 New
OSNBOA
1043
Old Second National Bank of Aurora
Illinois
$1.27K +$1.32K +1 New
PWM
1044
Parkworth Wealth Management
California
$1.27K +$1.32K +1 New
WW
1045
Winnow Wealth
Texas
$1.22K +$1.32K +1 New
VNA
1046
Valley National Advisers
Pennsylvania
$1K – – –
WTFG
1047
Wood Tarver Financial Group
Idaho
$1K +$1.32K +1 New
PCFFS
1048
Pacific Center for Financial Services
California
$22 – – –
BCPEMI
1049
Bain Capital Public Equity Management II
Massachusetts
– -$136M -95,194 Closed
ZIG
1050
Zurich Insurance Group
Switzerland
– -$135M -94,537 Closed
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