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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFS Advisors
Kansas
$13.7K – – –
RTL
652
Red Tortoise LLC
Georgia
$13.4K – – –
BWL
653
Bogart Wealth LLC
Virginia
$13.4K +$1.29K +4 +9%
IAIM
654
International Assets Investment Management
Florida
$13.2K -$7.08K -22 -31%
SFAM
655
Sawyer Falduto Asset Management
Illinois
$12.3K – – –
MG
656
Mather Group
Illinois
$12.1K +$14.2K +44 New
MFP
657
Meramec Financial Planners
Missouri
$12K – – –
GBT
658
Grove Bank & Trust
Florida
$11K – – –
PGAM
659
Princeton Global Asset Management
New Jersey
$11K – – –
TCM
660
Triumph Capital Management
Colorado
$11K +$11.9K +37 +1,233%
KFI
661
Key Financial Inc
Pennsylvania
$11K +$12.9K +40 New
JFA
662
JNBA Financial Advisors
Minnesota
$10.4K +$12.2K +38 New
SIC
663
Salem Investment Counselors
North Carolina
$10.1K +$11.9K +37 New
MAM
664
Meeder Asset Management
Ohio
$10.1K +$11.9K +37 New
CFM
665
Cornerstone Financial Management
Massachusetts
$9.87K +$1.29K +4 +13%
TCA
666
Trifecta Capital Advisors
Illinois
$9.6K – – –
SWM
667
SHP Wealth Management
Massachusetts
$9.14K – – –
MDCM
668
Morgan Dempsey Capital Management
Wisconsin
$8.77K – – –
GSEP
669
Golden State Equity Partners
California
$8.77K +$10.3K +32 New
TWD
670
True Wealth Design
Ohio
$8.5K -$15.8K -49 -61%
CAL
671
Capital Analysts LLC
Pennsylvania
$8K – – –
LI
672
LRI Investments
Florida
$7.95K – – –
VWA
673
Valued Wealth Advisors
Utah
$7.14K – – –
JWA
674
JFS Wealth Advisors
Pennsylvania
$7.13K +$322 +1 +4%
IWS
675
Intentional Wealth Strategies
Colorado
$6.86K +$8.05K +25 New
25 26
27
28 29