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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1301
Washington Trust Bank
Washington
$617K – – –
ECA
1302
Elevated Capital Advisors
Utah
$617K +$502K +3,794 New
ALAM
1303
Asahi Life Asset Management
Japan
$615K -$129K -976 -18%
TA
1304
Tiedemann Advisors
New York
$613K -$18.4K -139 -3%
MFG
1305
Magnus Financial Group
New York
$613K +$8.6K +65 +1%
ROTUOC
1306
Regents of the University of California
California
$611K – – –
LFS
1307
Legacy Financial Strategies
Kansas
$610K – – –
ACP
1308
Aviance Capital Partners
Florida
$606K +$5.03K +38 +0.9%
ECM
1309
ETrade Capital Management
Virginia
$600K -$224K -1,691 -28%
PCG
1310
Private Capital Group
Connecticut
$599K -$67K -506 -10%
FA
1311
Faithward Advisors
Pennsylvania
$598K -$320K -2,419 -36%
IWC
1312
Integrated Wealth Concepts
Massachusetts
$598K -$73.3K -554 -11%
NB
1313
Northwest Bancshares
Pennsylvania
$598K +$5.56K +42 +1%
JIC
1314
Joel Isaacson & Co
New York
$597K +$13.8K +104 +2%
NHC
1315
Nicholas Hoffman & Company
Georgia
$593K -$13.9K -105 -2%
IEFM
1316
IQ EQ Fund Management
Ireland
$593K – – –
WANY
1317
Wealthspire Advisors (New York)
New York
$592K -$1.13M -8,539 -66%
RM
1318
Resource Management
Louisiana
$586K -$35.6K -269 -6%
LCM
1319
Legato Capital Management
California
$582K +$565K +4,271 New
TPWA
1320
TRUE Private Wealth Advisors
Oregon
$580K +$31.8K +240 +6%
CG
1321
Caprock Group
Idaho
$579K +$276K +2,086 +96%
DAM
1322
Doheny Asset Management
California
$578K – – –
MIM
1323
Montgomery Investment Management
Maryland
$578K – – –
RP
1324
Rowlandmiller & Partners
Georgia
$578K +$2.25K +17 +0.4%
BSB
1325
Bangor Savings Bank
Maine
$573K -$3.31K -25 -0.6%
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