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HEICO Corp
HEI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$2.74K – – –
LWM
702
Lodestone Wealth Management
Washington
$2.74K – – –
PIS
703
POM Investment Strategies
North Carolina
$2.74K – – –
S
704
Sachetta
Massachusetts
$2.47K -$322 -1 -10%
JWM
705
JPL Wealth Management
Colorado
$2.19K +$2.58K +8 New
AFC
706
Ares Financial Consulting
California
$1.93K – – –
KFAS
707
Keating Financial Advisory Services
Kansas
$1.92K -$1.93K -6 -46%
CH
708
Cromwell Holdings
Wyoming
$1.92K +$966 +3 +75%
WSFG
709
Wall Street Financial Group
Illinois
$1.92K +$2.25K +7 New
MAM
710
Marquette Asset Management
Minnesota
$1.65K -$1.29K -4 -40%
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$1.65K – – –
CA
712
CoreCap Advisors
Michigan
$1.65K -$27.4K -85 -93%
BBHC
713
Brown Brothers Harriman & Co
New York
$1.65K – – –
BGAI
714
Bruce G. Allen Investments
Colorado
$1.65K – – –
KCM
715
Key Capital Management
Tennessee
$1.37K +$1.61K +5 New
SL
716
Salomon & Ludwin
Virginia
$1.36K – – –
EWP
717
Elevation Wealth Partners
California
$1.1K -$6.44K -20 -83%
TCM
718
Tradewinds Capital Management
Washington
$1.1K – – –
MCM
719
Manchester Capital Management
Vermont
$1.1K +$644 +2 +100%
VWM
720
Vermillion Wealth Management
Minnesota
$1.1K +$1.29K +4 New
BFS
721
Bare Financial Services
Pennsylvania
$823 – – –
MCM
722
MV Capital Management
Maryland
$823 – – –
QWM
723
Quaker Wealth Management
New Jersey
$823 +$322 +1 +50%
BHWM
724
Bay Harbor Wealth Management
Maryland
$822 -$966 -3 -50%
PWA
725
Physician Wealth Advisors
Utah
$549 -$9.34K -29 -94%
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