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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
551
Osterweis Capital Management
California
$220K – – –
ESB
552
Essex Savings Bank
Connecticut
$220K +$186K +671 New
TCM
553
Teza Capital Management
Illinois
$216K -$50.9K -184 -22%
IWA
554
Icon Wealth Advisors
Texas
$216K -$68.1K -246 -27%
HCA
555
Harbor Capital Advisors
Illinois
$216K -$1.66K -6 -0.9%
CIA
556
Concurrent Investment Advisors
Florida
$215K +$181K +655 New
SWP
557
Sagespring Wealth Partners
Tennessee
$212K +$179K +647 New
MWM
558
Maridea Wealth Management
New York
$209K +$176K +637 New
DWM
559
Dynasty Wealth Management
Florida
$209K -$40.1K -145 -19%
TC
560
TownSquare Capital
Utah
$208K +$176K +635 New
BIG
561
Brooklyn Investment Group
New York
$206K +$42.6K +154 +33%
MSA
562
Marino Stram & Associates
Massachusetts
$204K +$172K +622 New
MFG
563
Merit Financial Group
Georgia
$204K +$172K +621 New
FCMT
564
Founders Capital Management (Texas)
Texas
$203K – – –
SQA
565
Simon Quick Advisors
New Jersey
$202K -$213K -769 -56%
TSS
566
Two Sigma Securities
New York
$201K -$154K -557 -48%
FFO
567
Fiduciary Family Office
Florida
$201K +$169K +612 New
AIM
568
Arcadia Investment Management
Michigan
$197K – – –
EWA
569
EverSource Wealth Advisors
Alabama
$194K +$72.5K +262 +80%
OLVIG
570
Oliver Lagore Vanvalin Investment Group
Michigan
$187K +$194K +700 New
SS
571
SBI Securities
Japan
$182K -$27.1K -98 -15%
HNB
572
Huntington National Bank
Ohio
$172K -$1.11K -4 -0.8%
CF
573
Centaurus Financial
California
$171K -$38.7K -140 -21%
AF
574
Advisornet Financial
Minnesota
$162K -$13.8K -50 -9%
HIA
575
Harbor Investment Advisory
Maryland
$157K – – –
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