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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1226
Bingham Osborn & Scarborough
California
$744K +$2.23K +14 +0.3%
VWM
1227
Venturi Wealth Management
Texas
$742K -$57.4K -361 -7%
RA
1228
Rational Advisors
New York
$742K +$585K +3,680 +377%
CHJWM
1229
Carlton Hofferkamp & Jenks Wealth Management
Texas
$736K +$23.5K +148 +3%
BDF
1230
Balasa Dinverno & Foltz
$732K -$22.7K -143 -3%
BMCM
1231
Bryn Mawr Capital Management
Pennsylvania
$730K – – –
SAM
1232
Shamrock Asset Management
Texas
$729K -$33.2K -209 -4%
PWP
1233
Personal Wealth Partners
Minnesota
$729K – – –
LSAG
1234
Lake Street Advisors Group
New Hampshire
$729K +$50.3K +316 +7%
MIM
1235
Montgomery Investment Management
Maryland
$728K – – –
WWM
1236
Windsor Wealth Management
Indiana
$725K -$92.4K -581 -11%
SBIA
1237
Sheaff Brock Investment Advisors
Indiana
$722K -$37.9K -238 -5%
CYG
1238
Clean Yield Group
Vermont
$722K -$15.4K -97 -2%
WIC
1239
Whitegate Investment Counselors
New Hampshire
$722K -$3.98K -25 -0.5%
SS
1240
Simplicity Solutions
Minnesota
$720K +$294K +1,850 +69%
DA
1241
Dillon & Associates
Michigan
$717K +$32.9K +207 +5%
CFS
1242
CRA Financial Services
New Jersey
$716K -$136K -858 -16%
ROTUOC
1243
Regents of the University of California
California
$715K – – –
BAM
1244
Blueshift Asset Management
New Jersey
$715K +$278K +1,745 +64%
BHBT
1245
Burke & Herbert Bank & Trust
Virginia
$713K -$2.54K -16 -0.4%
ACP
1246
Aviance Capital Partners
Florida
$711K +$26.2K +165 +4%
DI
1247
DAGCO Inc
Ohio
$711K +$68.2K +429 +11%
HI
1248
Horizon Investments
North Carolina
$708K -$311K -1,953 -30%
DFA
1249
Delta Financial Advisors
Louisiana
$704K -$21.9K -138 -3%
CFA
1250
Carroll Financial Associates
North Carolina
$704K +$27.7K +174 +4%
48 49
50
51 52