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HEICO Corp

Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Tompkins Financial
New York
$50K – – –
MOS
227
MGO One Seven
Ohio
$50K +$48.4K +1,039 New
PCP
228
Proficio Capital Partners
Massachusetts
$49K +$24.4K +524 +107%
BWM
229
Baystate Wealth Management
Massachusetts
$38K +$44.6K +957 New
MSA
230
Marino Stram & Associates
Massachusetts
$37K +$35.9K +770 New
WA
231
WealthTrust-Arizona
Arizona
$26K – – –
PHK
232
Point72 Hong Kong
Hong Kong
$26K +$25K +537 +5,370%
AssetMark Inc
233
AssetMark Inc
California
$20K -$22.1K -473 -47%
AIL
234
AGF Investments LLC
Ontario, Canada
$20K +$9.09K +195 +89%
SWM
235
SeaCrest Wealth Management
New York
$20K +$19.3K +414 New
VCM
236
Versant Capital Management
Arizona
$19K – – –
PCA
237
Peddock Capital Advisors
Massachusetts
$18K – – –
PMFA
238
Plante Moran Financial Advisors
Michigan
$18K +$606 +13 +4%
CFA
239
Carroll Financial Associates
North Carolina
$16K – – –
GWM
240
Geneos Wealth Management
Colorado
$16K – – –
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$15K +$1.07K +23 +8%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$15K +$14.2K +305 New
BTIS
243
BB&T Investment Services
North Carolina
$14K +$6.39K +137 +82%
EWM
244
Evercore Wealth Management
New York
$11K – – –
PCG
245
Private Capital Group
Connecticut
$11K +$10.9K +234 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIAS
247
Shine Investment Advisory Services
Colorado
$9K +$8.91K +191 New
WOC
248
West Oak Capital
California
$7.55K +$7.27K +156 New
GT
249
Glenmede Trust
Pennsylvania
$7K – – –
PA
250
Parallel Advisors
California
$6K – – –