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HEICO Corp Class A
HEI.A

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
601
DecisionPoint Financial
Arizona
$758 – – –
EW
602
Elyxium Wealth
California
$757 +$741 +3 New
LFG
603
Larson Financial Group
Missouri
$505 -$494 -2 -50%
HIA
604
HFM Investment Advisors
New Jersey
$505 – – –
HWP
605
Highline Wealth Partners
California
$505 – – –
RWM
606
Rialto Wealth Management
New York
$505 – – –
WBC
607
West Branch Capital
Massachusetts
$505 – – –
PWA
608
Principia Wealth Advisory
Texas
$505 +$247 +1 +100%
1CP
609
1015 Capital Partners
Pennsylvania
$505 +$494 +2 New
APW
610
Atlantic Private Wealth
North Carolina
$505 +$494 +2 New
NRG
611
Nemes Rush Group
Michigan
$505 +$494 +2 New
AWM
612
Abound Wealth Management
Tennessee
$342 – – –
SA
613
Seneschal Advisors
Washington
$253 – – –
TFM
614
TFC Financial Management
Massachusetts
$253 – – –
PWAM
615
Private Wealth Asset Management
Iowa
$252 -$3.21K -13 -93%
CFD
616
Creative Financial Designs
Indiana
$252 – – –
UFPG
617
United Financial Planning Group
New York
$252 +$247 +1 New
CCPM
618
Cooper Creek Partners Management
New York
– -$29.1M -114,366 Closed
VIM
619
Vinva Investment Management
Australia
– -$3.47M -13,831 Closed
TF
620
Threadgill Financial
Texas
– -$3.33M -13,109 Closed
SPS
621
Susquehanna Portfolio Strategies
Pennsylvania
– -$2.14M -8,437 Closed
TAF
622
Tredje AP-fonden
Sweden
– -$2.08M -8,189 Closed
EF
623
Empowered Funds
Pennsylvania
– -$1.6M -6,311 Closed
OBAM
624
ODDO BHF Asset Management
France
– -$1.46M -5,748 Closed
MFS
625
Mirabella Financial Services
United Kingdom
– -$1.23M -4,850 Closed
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