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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1051
Forvis Mazars Wealth Advisors
Missouri
$612K +$6.25K +53 +1%
CLOS
1052
Compagnie Lombard Odier SCmA
Switzerland
$612K +$88K +746 +17%
BHBT
1053
Burke & Herbert Bank & Trust
Virginia
$611K -$39.2K -332 -6%
LIC
1054
Lodestar Investment Counsel
Illinois
$610K – – –
SBIA
1055
Sheaff Brock Investment Advisors
Indiana
$607K -$64.8K -549 -10%
FHA
1056
First Horizon Advisors
Tennessee
$597K +$289K +2,452 +104%
SGAM
1057
Steinberg Global Asset Management
Florida
$593K – – –
BWP
1058
BSW Wealth Partners
Colorado
$592K +$580K +4,918 New
WSTAM
1059
Wilbanks Smith & Thomas Asset Management
Virginia
$591K -$472 -4 -0.1%
HH
1060
Hilltop Holdings
Texas
$587K -$36K -305 -6%
AWP
1061
Ascent Wealth Partners
New York
$585K – – –
PFS
1062
Physicians Financial Services
North Carolina
$583K – – –
WA
1063
WFG Advisors
Texas
$582K +$29.1K +247 +5%
BP
1064
Ballentine Partners
Massachusetts
$582K +$52.5K +445 +10%
CG
1065
Colony Group
Massachusetts
$579K +$340K +2,886 +150%
BFM
1066
Boston Financial Management
Massachusetts
$574K -$120K -1,015 -18%
SA
1067
Strategic Advisors
New York
$574K +$31.4K +266 +6%
MIM
1068
Montgomery Investment Management
Maryland
$573K +$91.4K +775 +19%
CFA
1069
Carroll Financial Associates
North Carolina
$567K +$4.96K +42 +0.9%
PGA
1070
Portland Global Advisors
Maine
$566K – – –
ROTUOC
1071
Regents of the University of California
California
$563K – – –
CA
1072
Capital Advantage
California
$562K -$6.13K -52 -1%
AIM
1073
Allen Investment Management
New York
$556K +$1.06K +9 +0.2%
CHJWM
1074
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K -$28.8K -244 -5%
BSAM
1075
Blue Sky Asset Management
Colorado
$552K +$541K +4,583 New
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