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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
PSI Advisors
Florida
$11.9K – – –
RI
552
Ridgewood Investments
New Jersey
$11.9K – – –
RTL
553
Red Tortoise LLC
Georgia
$11.6K – – –
WA
554
WPG Advisers
Maryland
$11.6K +$12.7K +49 New
MDCM
555
Morgan Dempsey Capital Management
Wisconsin
$11.2K – – –
BWL
556
Bogart Wealth LLC
Virginia
$10.7K – – –
CTWM
557
Cherry Tree Wealth Management
Minnesota
$10.5K – – –
WBC
558
West Branch Capital
Massachusetts
$9.51K – – –
PC
559
Promus Capital
Illinois
$9.51K +$10.4K +40 New
HC
560
Hurley Capital
New York
$9.04K +$9.85K +38 New
SIC
561
Salem Investment Counselors
North Carolina
$8.8K +$9.59K +37 New
CFD
562
Creative Financial Designs
Indiana
$6.9K – – –
LI
563
LRI Investments
Florida
$6.89K – – –
QC
564
Quent Capital
New York
$6.66K +$1.81K +7 +33%
CA
565
CoreCap Advisors
Michigan
$6.42K +$1.55K +6 +29%
VWA
566
Valued Wealth Advisors
Utah
$6.19K -$259 -1 -4%
RWM
567
Raffa Wealth Management
District of Columbia
$5.94K -$777 -3 -11%
MA
568
Modus Advisors
Minnesota
$5.71K +$6.22K +24 New
BHWM
569
Beaird Harris Wealth Management
Texas
$5.47K – – –
NFSG
570
Newbridge Financial Services Group
Florida
$4.99K +$5.44K +21 New
CFB
571
Cullen/Frost Bankers
Texas
$4.75K – – –
JWA
572
JFS Wealth Advisors
Pennsylvania
$4.52K – – –
CA
573
Continuum Advisory
Idaho
$4.04K – – –
ZB
574
Zions Bancorporation
Utah
$4.04K – – –
CWM
575
Cranbrook Wealth Management
Michigan
$4.04K +$4.4K +17 New
21 22
23
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