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TransDigm Group
TDG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1026
Key Financial Inc
Pennsylvania
$9.27K – – –
MSWM
1027
Mowery & Schoenfeld Wealth Management
Illinois
$9.27K – – –
UFPG
1028
United Financial Planning Group
New York
$9.27K +$3.93K +3 +60%
CMA
1029
Cedar Mountain Advisors
Oregon
$9.27K +$9.18K +7 +700%
BAM
1030
Bellevue Asset Management
Washington
$9.27K -$7.87K -6 -43%
CAL
1031
Capital Advisors Ltd
Ohio
$9K – – –
CFG
1032
Clayton Financial Group
Missouri
$8.11K -$7.87K -6 -46%
DPW
1033
DiNuzzo Private Wealth
Pennsylvania
$8.11K – – –
JGCM
1034
Joseph Group Capital Management
Ohio
$8.11K +$2.62K +2 +40%
BCWM
1035
Bartlett & Co Wealth Management
Ohio
$8.05K +$3.93K +3 +75%
AW
1036
Avion Wealth
Texas
$8K – – –
JSAM
1037
J. Safra Asset Management
New York
$6.95K -$57.7K -44 -88%
SIC
1038
SJS Investment Consulting
Ohio
$6.95K -$2.62K -2 -25%
KFA
1039
Kelleher Financial Advisors
New York
$6.95K – – –
BLC
1040
Brown, Lisle/Cummings
Rhode Island
$6.95K +$2.62K +2 +50%
PCM
1041
Penserra Capital Management
California
$6K – – –
SL
1042
Salomon & Ludwin
Virginia
$5.83K -$3.93K -3 -38%
WIM
1043
Westside Investment Management
California
$5.83K – – –
CWM
1044
Cranbrook Wealth Management
Michigan
$5.79K – – –
HWA
1045
Heritage Wealth Advisors
Virginia
$5.79K – – –
HI
1046
Hoey Investments
Pennsylvania
$5.79K – – –
SC
1047
SouthState Corp
Florida
$5.79K – – –
PWMG
1048
Private Wealth Management Group
New Jersey
$5.79K +$1.31K +1 +25%
FPF
1049
First Pacific Financial
Washington
$5.79K +$6.55K +5 New
BHWM
1050
Beaird Harris Wealth Management
Texas
$5.42K – – –
40 41
42
43 44