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HEICO Corp

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
351
Mark Sheptoff Financial Planning
Connecticut
$199K – – –
EWM
352
Endurance Wealth Management
Rhode Island
$190K – – –
BEI
353
Benjamin Edwards Inc
Missouri
$178K +$30.2K +194 +20%
CFB
354
Cullen/Frost Bankers
Texas
$163K – – –
CF
355
Centaurus Financial
California
$162K – – –
VI
356
Vestcor Inc
New Brunswick, Canada
$159K +$1.09K +7 +0.7%
Nisa Investment Advisors
357
Nisa Investment Advisors
Missouri
$154K – – –
CFFP
358
Center for Financial Planning
Michigan
$126K – – –
S
359
SignatureFD
Georgia
$124K +$19.8K +127 +19%
GIA
360
GHP Investment Advisors
Colorado
$121K – – –
WCM Investment Management
361
WCM Investment Management
California
$111K -$10.5M -67,638 -99%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$110K -$14.8K -95 -12%
S
363
Seeyond
France
$104K -$649K -4,170 -86%
AIG
364
American International Group
New York
$104K -$2.49K -16 -2%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$92.8K +$5.92K +38 +7%
O
366
Ossiam
France
$86.7K – – –
Macquarie Group
367
Macquarie Group
Australia
$83.6K – – –
PMFA
368
Plante Moran Financial Advisors
Michigan
$78.8K +$934 +6 +1%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$75K +$49K +315 +183%
C
370
Covestor
United Kingdom
$74K -$18.7K -120 -20%
HIA
371
Harbor Investment Advisory
Maryland
$73.7K -$31.1K -200 -29%
TPCW
372
TD Private Client Wealth
New York
$67.4K -$7.94K -51 -10%
PPC
373
Park Place Capital
Alabama
$65K +$66.2K +425 New
CPG
374
Cornerstone Planning Group
New Jersey
$61.5K +$59.6K +383 New
JFGIW
375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.1K – – –