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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
701
Avion Wealth
Texas
$11K +$4.87K +16 +107%
PMFA
702
Plante Moran Financial Advisors
Michigan
$10.3K +$8.82K +29 New
APFP
703
Action Point Financial Planning
Michigan
$9.97K +$8.82K +29 New
TFA
704
Transamerica Financial Advisors
Florida
$9.97K +$2.13K +7 +33%
VWA
705
Valued Wealth Advisors
Utah
$9.28K – – –
JWA
706
JFS Wealth Advisors
Pennsylvania
$9.26K – – –
BF
707
BOK Financial
Oklahoma
$8.9K +$7.61K +25 New
WA
708
WPG Advisers
Maryland
$8.55K – – –
BHWM
709
Beaird Harris Wealth Management
Texas
$8.19K – – –
PTC
710
Private Trust Company
Ohio
$8.19K – – –
GCP
711
Gill Capital Partners
Colorado
$7.84K – – –
RWM
712
Raffa Wealth Management
District of Columbia
$7.84K +$608 +2 +10%
RF
713
Rossby Financial
Florida
$7.48K +$913 +3 +17%
TWD
714
True Wealth Design
Ohio
$7.12K -$3.35K -11 -35%
EB
715
Eastern Bank
Massachusetts
$6.77K – – –
FFO
716
Fortitude Family Office
Arizona
$6.77K +$1.52K +5 +36%
CTB
717
Country Trust Bank
Illinois
$6.41K – – –
CWM
718
Cranbrook Wealth Management
Michigan
$6.06K – – –
PWA
719
Physician Wealth Advisors
Utah
$6.06K +$4.56K +15 +750%
USB
720
Union Savings Bank
Connecticut
$6.05K – – –
WETS
721
Wealth Enhancement Trust Services
South Dakota
$6.05K +$5.17K +17 New
MAM
722
Morse Asset Management
Connecticut
$5.7K – – –
KFAS
723
Keating Financial Advisory Services
Kansas
$5.7K +$2.74K +9 +129%
SIM
724
Synergy Investment Management
Florida
$5.33K +$4.56K +15 New
CAL
725
Capital Advisors Ltd
Ohio
$5K – – –
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