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HEICO Corp Class A

Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
Woodline Partners
California
$626K +$387K +1,571 +113%
OAM
352
Ostrum Asset Management
France
$621K +$618K +2,512 +583%
MGWM
353
Marks Group Wealth Management
Minnesota
$619K -$60.6K -246 -8%
BA
354
Bridgewater Associates
Connecticut
$617K +$720K +2,924 New
TIM
355
Tortoise Investment Management
New York
$616K +$492 +2 +0.1%
LWAM
356
Legacy Wealth Asset Management
Minnesota
$597K +$246 +1 +0%
Wealthfront Advisers
357
Wealthfront Advisers
California
$596K -$15.5K -63 -2%
CRC
358
Curi RMB Capital
Illinois
$594K -$43.6K -177 -6%
MC
359
Machina Capital
France
$581K -$125K -508 -16%
HTC
360
Haverford Trust Company
Pennsylvania
$579K -$150K -610 -18%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$579K +$35.2K +143 +6%
AA
362
Alesco Advisors
New York
$572K +$667K +2,711 New
TWC
363
TD Waterhouse Canada
Ontario, Canada
$561K +$639K +2,597 +5,771%
VAS
364
Vestmark Advisory Solutions
Massachusetts
$559K -$360K -1,461 -36%
SI
365
Stephens Inc
Arkansas
$549K -$6.4K -26 -1%
GT
366
Glenmede Trust
Pennsylvania
$547K +$2.95K +12 +0.5%
First Trust Advisors
367
First Trust Advisors
Illinois
$546K +$210K +852 +49%
HighTower Advisors
368
HighTower Advisors
Illinois
$542K +$74.8K +304 +13%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$540K +$140K +569 +29%
WHG
370
Westwood Holdings Group
Texas
$534K +$623K +2,532 New
PPWP
371
Premier Path Wealth Partners
New Jersey
$523K -$8.62K -35 -1%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$523K -$315K -1,281 -34%
DWM
373
Diversify Wealth Management
Utah
$519K +$635K +2,580 New
Federated Hermes
374
Federated Hermes
Pennsylvania
$512K +$34.2K +139 +6%
AFA
375
AA Financial Advisors
Ohio
$510K -$13.5K -55 -2%