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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1251
Bank of Marin
California
$858K +$840K +5,141 New
AIL
1252
AGF Investments LLC
Ontario, Canada
$857K +$352K +2,153 +72%
PWSG
1253
Pacific Wealth Strategies Group
California
$854K -$28.8K -176 -3%
EHC
1254
Everett Harris & Co
California
$851K – – –
CFGS
1255
Concourse Financial Group Securities
Alabama
$851K +$465K +2,844 +126%
SCM
1256
Southport Capital Management
Tennessee
$847K -$17K -104 -2%
APP
1257
Avantax Planning Partners
Iowa
$847K +$6.54K +40 +0.8%
CAN
1258
Claraphi Advisory Network
United States
$844K -$31.4K -192 -4%
RM
1259
Resource Management
Louisiana
$834K +$42.3K +259 +5%
PWM
1260
Provident Wealth Management
Tennessee
$832K +$815K +4,988 New
WB
1261
West Bancorporation
Iowa
$823K +$807K +4,935 New
IFG
1262
Investors Financial Group
Minnesota
$818K +$801K +4,902 New
LFS
1263
Legacy Financial Strategies
Kansas
$817K -$6.05K -37 -0.7%
TSWM
1264
Triangle Securities Wealth Management
North Carolina
$817K – – –
ARMT
1265
Amica Retiree Medical Trust
Rhode Island
$814K – – –
BAS
1266
Brown Advisory Securities
Maryland
$810K +$256K +1,565 +48%
EMG
1267
ETF Managers Group
New Jersey
$809K -$62.6K -383 -7%
FCBT
1268
First Citizens Bank & Trust
North Carolina
$807K -$188K -1,149 -19%
MAM
1269
Meeder Asset Management
Ohio
$803K +$88.1K +539 +13%
WTB
1270
Washington Trust Bank
Washington
$800K – – –
SWMG
1271
Signature Wealth Management Group
Georgia
$800K +$5.23K +32 +0.7%
HAIM
1272
Hunter Associates Investment Management
Pennsylvania
$800K +$173K +1,061 +28%
WWM
1273
Windsor Wealth Management
Indiana
$798K +$981 +6 +0.1%
CHJWM
1274
Carlton Hofferkamp & Jenks Wealth Management
Texas
$798K +$4.41K +27 +0.6%
BOS
1275
Bingham Osborn & Scarborough
California
$798K +$19.9K +122 +3%
49 50
51
52 53