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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
701
Blue Trust Inc
Georgia
$2.97K – – –
ADL
702
Asset Dedication LLC
California
$2.74K – – –
LWM
703
Lodestone Wealth Management
Washington
$2.74K – – –
PIS
704
POM Investment Strategies
North Carolina
$2.74K – – –
S
705
Sachetta
Massachusetts
$2.47K -$322 -1 -10%
JWM
706
JPL Wealth Management
Colorado
$2.19K +$2.58K +8 New
AFC
707
Ares Financial Consulting
California
$1.93K – – –
KFAS
708
Keating Financial Advisory Services
Kansas
$1.92K -$1.93K -6 -46%
CH
709
Cromwell Holdings
Wyoming
$1.92K +$966 +3 +75%
WSFG
710
Wall Street Financial Group
Illinois
$1.92K +$2.25K +7 New
MAM
711
Marquette Asset Management
Minnesota
$1.65K -$1.29K -4 -40%
DPW
712
DiNuzzo Private Wealth
Pennsylvania
$1.65K – – –
CA
713
CoreCap Advisors
Michigan
$1.65K -$27.4K -85 -93%
BBHC
714
Brown Brothers Harriman & Co
New York
$1.65K – – –
BGAI
715
Bruce G. Allen Investments
Colorado
$1.65K – – –
KCM
716
Key Capital Management
Tennessee
$1.37K +$1.61K +5 New
SL
717
Salomon & Ludwin
Virginia
$1.36K – – –
EWP
718
Elevation Wealth Partners
California
$1.1K -$6.44K -20 -83%
TCM
719
Tradewinds Capital Management
Washington
$1.1K – – –
MCM
720
Manchester Capital Management
Vermont
$1.1K +$644 +2 +100%
PWA
721
Principia Wealth Advisory
Texas
$1.1K +$644 +2 +100%
VWM
722
Vermillion Wealth Management
Minnesota
$1.1K +$1.29K +4 New
BFS
723
Bare Financial Services
Pennsylvania
$823 – – –
MCM
724
MV Capital Management
Maryland
$823 – – –
QWM
725
Quaker Wealth Management
New Jersey
$823 +$322 +1 +50%
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