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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$16K – – –
HHMI
1027
Howard Hughes Medical Institute
Maryland
$16K – – –
IWP
1028
IAG Wealth Partners
Wisconsin
$16K – – –
PGAM
1029
Princeton Global Asset Management
New Jersey
$16K – – –
AWM
1030
Activest Wealth Management
Florida
$16K +$11.8K +9 +300%
AEPWM
1031
Atlantic Edge Private Wealth Management
Florida
$14.6K – – –
MIM
1032
MTM Investment Management
South Carolina
$14.6K -$2.62K -2 -15%
DF
1033
Dunhill Financial
United Kingdom
$13.7K – – –
AG
1034
AmeriFlex Group
Nevada
$13.3K -$13.1K -10 -50%
M
1035
MOTCO
Texas
$13.3K – – –
SR
1036
Swiss Re
Switzerland
$13.3K +$13.1K +10 New
HWP
1037
Highline Wealth Partners
California
$12K -$1.31K -1 -10%
CA
1038
Crewe Advisors
Utah
$12K – – –
ITIM
1039
Indiana Trust & Investment Management
Indiana
$12K – – –
RWM
1040
Raffa Wealth Management
District of Columbia
$12K – – –
SA
1041
SRH Advisors
Kansas
$12K – – –
WT
1042
WHI Trust
Illinois
$12K +$11.8K +9 New
AWM
1043
Abound Wealth Management
Tennessee
$11.5K – – –
CAL
1044
Capital Advisors Ltd
Ohio
$11K – – –
OAJ
1045
Ogorek Anthony Joseph
New York
$11K – – –
SL
1046
Salomon & Ludwin
Virginia
$10.9K -$15.7K -12 -60%
CWA
1047
Carolina Wealth Advisors
South Carolina
$10.6K – – –
FC
1048
Fairscale Capital
New Hampshire
$10.6K – – –
KFI
1049
Key Financial Inc
Pennsylvania
$10.6K – – –
MSWM
1050
Mowery & Schoenfeld Wealth Management
Illinois
$10.6K – – –
40 41
42
43 44