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HEICO Corp

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Cloud Capital Management
Washington
$1K +$1.91K +6 New
MCM
702
MV Capital Management
Maryland
$969 – – –
BFS
703
Bare Financial Services
Pennsylvania
$968 – – –
PWA
704
Principia Wealth Advisory
Texas
$968 +$637 +2 +200%
EP
705
Essential Partners
California
$646 – – –
HIA
706
HFM Investment Advisors
New Jersey
$646 – – –
QWM
707
Quaker Wealth Management
New Jersey
$646 – – –
PWA
708
Physician Wealth Advisors
Utah
$646 +$637 +2 New
RWS
709
Retirement Wealth Solutions
Wisconsin
$646 +$637 +2 New
SPIA
710
Steward Partners Investment Advisory
New York
$323 -$637 -2 -67%
ACA
711
American Capital Advisory
Idaho
$323 – – –
RWM
712
Rialto Wealth Management
New York
$323 – – –
DCM
713
Davis Capital Management
Florida
$323 +$318 +1 New
SA
714
Seneschal Advisors
Washington
$323 +$318 +1 New
CAM
715
Creekmur Asset Management
Illinois
$20 – – –
FGP
716
Freestone Grove Partners
California
– -$40.1M -122,237 Closed
Squarepoint
717
Squarepoint
New York
– -$31.2M -98,148 Closed
Axa
718
Axa
France
– -$31.7M -96,680 Closed
LF
719
Lansforsakringar Fondforvaltning
Sweden
– -$4.22M -12,876 Closed
SCM
720
SG Capital Management
Illinois
– -$3.21M -9,782 Closed
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
– -$2.82M -8,600 Closed
AIC
722
Anthracite Investment Company
Texas
– -$2.3M -7,000 Closed
MAM
723
Meeder Asset Management
Ohio
– -$2.19M -6,679 Closed
FPAS
724
Focus Partners Advisor Solutions
Missouri
– -$2.12M -6,449 Closed
I
725
InceptionR
California
– -$1.8M -5,478 Closed