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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
301
Bickling Financial Services
Massachusetts
$251K +$132 +1 +0.1%
RI
302
Redwood Investments
Massachusetts
$236K – – –
SC
303
Savant Capital
Illinois
$236K – – –
LIM
304
Lagoda Investment Management
New York
$231K +$46.1K +350 +25%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$227K -$2.5K -19 -1%
XT
306
XTX Topco
Cayman Islands
$224K +$5.14K +39 +2%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$220K +$1.19K +9 +0.5%
MA
308
Montag & Associates
Georgia
$215K +$10.1K +77 +5%
HIA
309
Harbor Investment Advisory
Maryland
$208K -$39.5K -300 -16%
MLICM
310
Metropolitan Life Insurance Company (MetLife)
New York
$207K -$7.37K -56 -3%
BAM
311
Bruderman Asset Management
New York
$207K +$132 +1 +0.1%
RE
312
RBC Europe
United Kingdom
$207K – – –
RCAG
313
Rehmann Capital Advisory Group
Michigan
$206K +$2.5K +19 +1%
EL
314
Essex LLC
Illinois
$206K +$206K +1,565 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$198K +$1.84K +14 +0.9%
APA
316
American Portfolios Advisors
New York
$197K +$35.3K +268 +22%
CF
317
Centaurus Financial
California
$180K – – –
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$171K – – –
BU
319
BBVA USA
Alabama
$167K – – –
TPCW
320
TD Private Client Wealth
New York
$163K +$27.3K +207 +20%
EWM
321
Endurance Wealth Management
Rhode Island
$163K – – –
FCM
322
Firestone Capital Management
Florida
$154K – – –
CFB
323
Cullen/Frost Bankers
Texas
$141K – – –
CFA
324
Carroll Financial Associates
North Carolina
$115K -$233K -1,772 -67%
NR
325
Newfound Research
Massachusetts
$112K +$28K +213 +33%
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