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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
401
Harvest Fund Management
China
$9K +$9.15K +61 New
GFPC
402
Global Financial Private Client
Florida
$8.42K – – –
BIA
403
Bell Investment Advisors
California
$8K +$450 +3 +6%
AWM
404
Avior Wealth Management
Nebraska
$7K – – –
LC
405
Lindbrook Capital
California
$7K +$450 +3 +7%
MDCM
406
Morgan Dempsey Capital Management
Wisconsin
$7K +$7.05K +47 New
TWM
407
Tradition Wealth Management
Minnesota
$7K +$7.5K +50 New
HR
408
Howe & Rusling
New York
$6K – – –
OCM
409
Orion Capital Management
California
$6K – – –
WBC
410
West Branch Capital
Massachusetts
$6K – – –
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$6K +$2.1K +14 +52%
QC
412
Quent Capital
New York
$6K +$5.1K +34 +378%
EI
413
Ellevest Inc
New York
$5K -$2.25K -15 -31%
CA
414
Crewe Advisors
Utah
$5K – – –
HI
415
Harbour Investments
Wisconsin
$5K – – –
MCC
416
Money Concepts Capital
Florida
$5K – – –
RWM
417
Raffa Wealth Management
District of Columbia
$4.03K – – –
GI
418
Gradient Investments
Minnesota
$4K +$4.05K +27 New
SPIA
419
Steward Partners Investment Advisory
New York
$3K -$2.4K -16 -46%
ZB
420
Zions Bancorporation
Utah
$3K – – –
DCM
421
Davidson Capital Management
Texas
$3K +$750 +5 +31%
GWS
422
Glassman Wealth Services
Virginia
$2K -$750 -5 -31%
HGWM
423
Harvest Group Wealth Management
Massachusetts
$2K -$750 -5 -28%
CWM
424
Castle Wealth Management
Florida
$2K – – –
EWA
425
EverSource Wealth Advisors
Alabama
$2K – – –
15 16
17
18 19