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HEICO Corp Class A
HEI.A

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
CoreCap Advisors
Michigan
$2.05K +$403 +2 +22%
MAS
477
MPWM Advisory Solutions
Georgia
$2.05K +$2.22K +11 New
PCM
478
Penserra Capital Management
California
$2K – – –
CAS
479
Coppell Advisory Solutions
Texas
$1.68K +$1.81K +9 New
MCM
480
Manchester Capital Management
Vermont
$1.68K – – –
DPW
481
DiNuzzo Private Wealth
Pennsylvania
$1.12K – – –
WCM
482
WealthTrak Capital Management
Virginia
$1.12K +$1.21K +6 New
CSWM
483
Cassady Schiller Wealth Management
Ohio
$1.12K +$1.21K +6 New
WTFG
484
Wood Tarver Financial Group
Idaho
$1K +$1.21K +6 New
RFS
485
Richardson Financial Services
Massachusetts
$930 -$1.81K -9 -64%
LCM
486
Logan Capital Management
Pennsylvania
$930 +$1.01K +5 New
CPG
487
Cornerstone Planning Group
New Jersey
$752 – – –
BIG
488
Brooklyn Investment Group
New York
$745 +$806 +4 New
SIC
489
SJS Investment Consulting
Ohio
$559 -$605 -3 -50%
TWD
490
True Wealth Design
Ohio
$559 – – –
CT
491
Colonial Trust
South Carolina
$558 +$605 +3 New
WBC
492
West Branch Capital
Massachusetts
$373 – – –
LFG
493
Larson Financial Group
Missouri
$372 – – –
KBFS
494
Kohmann Bosshard Financial Services
Ohio
$372 +$403 +2 New
AWM
495
Abound Wealth Management
Tennessee
$187 – – –
TFM
496
TFC Financial Management
Massachusetts
$187 – – –
HWA
497
HHM Wealth Advisors
Tennessee
$187 +$202 +1 New
AWM
498
Avior Wealth Management
Nebraska
$186 +$202 +1 New
CIAM
499
Caitong International Asset Management
Hong Kong
$186 +$202 +1 New
PWM
500
Parkworth Wealth Management
California
$186 +$202 +1 New
18 19
20
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