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HEICO Corp

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$38K – – –
WOC
302
West Oak Capital
California
$38K +$13.1K +150 +60%
PMFA
303
Plante Moran Financial Advisors
Michigan
$35K +$523 +6 +2%
BWM
304
Baystate Wealth Management
Massachusetts
$34K – – –
BCA
305
Berman Capital Advisors
Georgia
$31K – – –
CB
306
CNB Bank
Pennsylvania
$30K – – –
VCM
307
Versant Capital Management
Arizona
$29K – – –
PCA
308
Peddock Capital Advisors
Massachusetts
$28K – – –
CFA
309
Carroll Financial Associates
North Carolina
$25K – – –
BWM
310
BerganKDV Wealth Management
Minnesota
$23K -$8.37K -96 -28%
QCG
311
Quadrant Capital Group
Ohio
$23K +$22K +252 New
GWM
312
Geneos Wealth Management
Colorado
$20K – – –
PCG
313
Private Capital Group
Connecticut
$19K -$5.93K -68 -26%
RA
314
Rational Advisors
New York
$19K – – –
TRCT
315
Tower Research Capital (TRC)
New York
$19K +$13.1K +150 +306%
SIAS
316
Shine Investment Advisory Services
Colorado
$18K +$3.49K +40 +26%
RFC
317
Regions Financial Corp
Alabama
$17K – – –
MIM
318
MetLife Investment Management
New Jersey
$15.1K +$9.24K +106 +200%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$12K -$8.9K -102 -54%
CCA
320
Catalyst Capital Advisors
New York
$9K -$17.4K -200 -67%
GT
321
Glenmede Trust
Pennsylvania
$9K -$174 -2 -2%
S
322
SignatureFD
Georgia
$9K – – –
GRP
323
Global Retirement Partners
California
$9K +$8.72K +100 New
PCM
324
Prelude Capital Management
New York
$8K -$72.7K -834 -91%
Simplex Trading
325
Simplex Trading
Illinois
$8K +$7.85K +90 New