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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
651
Bell Investment Advisors
California
$15.1K -$8.37K -26 -32%
IA
652
IFS Advisors
Kansas
$13.7K – – –
RTL
653
Red Tortoise LLC
Georgia
$13.4K – – –
BWL
654
Bogart Wealth LLC
Virginia
$13.4K +$1.29K +4 +9%
IAIM
655
International Assets Investment Management
Florida
$13.2K -$7.08K -22 -31%
SFAM
656
Sawyer Falduto Asset Management
Illinois
$12.3K – – –
MG
657
Mather Group
Illinois
$12.1K +$14.2K +44 New
MFP
658
Meramec Financial Planners
Missouri
$12K – – –
GBT
659
Grove Bank & Trust
Florida
$11K – – –
PGAM
660
Princeton Global Asset Management
New Jersey
$11K – – –
TCM
661
Triumph Capital Management
Colorado
$11K +$11.9K +37 +1,233%
KFI
662
Key Financial Inc
Pennsylvania
$11K +$12.9K +40 New
JFA
663
JNBA Financial Advisors
Minnesota
$10.4K +$12.2K +38 New
SIC
664
Salem Investment Counselors
North Carolina
$10.1K +$11.9K +37 New
MAM
665
Meeder Asset Management
Ohio
$10.1K +$11.9K +37 New
CFM
666
Cornerstone Financial Management
Massachusetts
$9.87K +$1.29K +4 +13%
TCA
667
Trifecta Capital Advisors
Illinois
$9.6K – – –
SWM
668
SHP Wealth Management
Massachusetts
$9.14K – – –
MDCM
669
Morgan Dempsey Capital Management
Wisconsin
$8.77K – – –
GSEP
670
Golden State Equity Partners
California
$8.77K +$10.3K +32 New
TWD
671
True Wealth Design
Ohio
$8.5K -$15.8K -49 -61%
CAL
672
Capital Analysts LLC
Pennsylvania
$8K – – –
LI
673
LRI Investments
Florida
$7.95K – – –
VWA
674
Valued Wealth Advisors
Utah
$7.14K – – –
JWA
675
JFS Wealth Advisors
Pennsylvania
$7.13K +$322 +1 +4%
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