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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$338K -$564K -1,784 -58%
VI
502
Vestcor Inc
New Brunswick, Canada
$325K – – –
CSI
503
Cross Staff Investments
New York
$324K – – –
KFGK
504
Keystone Financial Group (Kentucky)
Kentucky
$324K – – –
OF
505
Optimize Financial
California
$323K +$3.79K +12 +1%
SI
506
Stephens Inc
Arkansas
$319K -$41.4K -131 -12%
FAM
507
Frontier Asset Management
Wyoming
$318K +$349K +1,105 New
XF
508
XML Financial
Maryland
$317K +$31.6K +100 +11%
PAG
509
Private Advisory Group
Washington
$317K – – –
C
510
Certuity
Florida
$316K +$309K +977 New
AC
511
AlphaCore Capital
California
$314K +$163K +516 +114%
BPA
512
Beacon Pointe Advisors
California
$308K +$301K +952 New
TAFW
513
Tred Avon Family Wealth
Maryland
$305K +$298K +942 New
BWM
514
BCS Wealth Management
Tennessee
$303K +$296K +936 New
GCM
515
Graham Capital Management
Connecticut
$302K -$2.52M -7,990 -90%
SCTC
516
Sanibel Captiva Trust Company
Florida
$302K +$3.48K +11 +1%
LA
517
Lifeworks Advisors
Michigan
$300K – – –
EI
518
Ethic Inc
New York
$295K +$6.95K +22 +2%
FGA
519
Fortis Group Advisors
New Jersey
$294K – – –
HWM
520
HighMark Wealth Management
Minnesota
$293K – – –
AFP
521
Ausdal Financial Partners
Iowa
$291K -$948 -3 -0.3%
XT
522
XTX Topco
Cayman Islands
$291K -$96.7K -306 -25%
NG
523
Novem Group
New York
$290K +$34.4K +109 +14%
PHS
524
Pekin Hardy Strauss
Illinois
$287K – – –
CAG
525
Crestwood Advisors Group
Massachusetts
$287K +$280K +886 New
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