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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
476
Morningstar Investment Management
Illinois
$438K – – –
SFI
477
Siemens Fonds Invest
Germany
$436K +$15.8K +52 +4%
PF
478
Phoenix Financial
Israel
$433K +$371K +1,220 New
MYIA
479
Mount Yale Investment Advisors
Colorado
$433K +$59.6K +196 +19%
PCIA
480
Prime Capital Investment Advisors
Kansas
$431K +$2.43K +8 +0.7%
VHAM
481
Van Hulzen Asset Management
California
$431K +$368K +1,210 New
KCP
482
Kera Capital Partners
California
$428K -$194K -639 -35%
FMI
483
Frec Markets Inc
California
$428K +$366K +1,202 New
EI
484
Ethic Inc
New York
$420K -$4.09M -13,437 -92%
ORI
485
Oak Ridge Investments
Illinois
$416K -$28K -92 -7%
GT
486
Glenmede Trust
Pennsylvania
$415K -$268K -880 -43%
PWG
487
Portside Wealth Group
Utah
$412K +$7K +23 +2%
DCP
488
DSM Capital Partners
Florida
$411K +$106K +348 +43%
SCS
489
Sound Capital Solutions
Florida
$411K +$351K +1,153 New
HWM
490
HB Wealth Management
Georgia
$408K -$4.56K -15 -1%
TPI
491
Trust Point Inc
Wisconsin
$406K -$336K -1,105 -49%
MSFP
492
Mark Sheptoff Financial Planning
Connecticut
$406K – – –
HCM
493
Hengehold Capital Management
Ohio
$404K -$365K -1,200 -51%
RCAG
494
Rehmann Capital Advisory Group
Michigan
$400K -$14.9K -49 -4%
SC
495
Syon Capital
California
$399K -$114K -375 -25%
AC
496
AXQ Capital
New Jersey
$397K -$832K -2,734 -71%
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$396K -$1.52K -5 -0.4%
AA
498
ALPS Advisors
Colorado
$395K +$337K +1,108 New
FT
499
Fiduciary Trust
Massachusetts
$393K – – –
JWCA
500
J.W. Cole Advisors
Florida
$388K +$331K +1,088 New
18 19
20
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