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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
X
301
Xponance
Pennsylvania
$300K -$14.1K -97 -5%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$300K – – –
BFS
303
Bickling Financial Services
Massachusetts
$292K +$290 +2 +0.1%
EWA
304
Exencial Wealth Advisors
Oklahoma
$284K -$10.6K -73 -4%
OLVIG
305
Oliver Lagore Vanvalin Investment Group
Michigan
$276K +$261K +1,800 New
RI
306
Redwood Investments
Massachusetts
$275K +$2.32K +16 +0.9%
SC
307
Savant Capital
Illinois
$274K -$871 -6 -0.3%
WDA
308
Wendell David Associates
New Hampshire
$267K -$55.3K -381 -18%
FNBT
309
FineMark National Bank & Trust
Florida
$266K – – –
BC
310
Bridgefront Capital
Texas
$265K +$250K +1,725 New
IA
311
IFP Advisors
Florida
$262K +$336K +2,314 +486%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$256K +$3.19K +22 +1%
OC
313
Oppenheimer & Co
New York
$256K +$6.68K +46 +3%
MA
314
Montag & Associates
Georgia
$250K – – –
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$247K -$11.8K -81 -5%
CA
316
Cetera Advisors
Colorado
$243K +$19.9K +137 +9%
BAM
317
Bruderman Asset Management
New York
$241K +$145 +1 +0.1%
SOS
318
Silver Oak Securities
Tennessee
$241K +$233K +1,602 New
FC
319
Forte Capital
New York
$240K – – –
RCAG
320
Rehmann Capital Advisory Group
Michigan
$238K +$2.18K +15 +1%
CAAS
321
Capital Asset Advisory Services
Michigan
$237K -$57K -393 -20%
MIM
322
MetLife Investment Management
New Jersey
$236K +$224K +1,540 New
DS
323
Dudley & Shanley
Florida
$236K – – –
TPA
324
Trivium Point Advisory
Connecticut
$236K +$21.2K +146 +10%
EL
325
Essex LLC
Illinois
$233K -$3.63K -25 -2%
11 12
13
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