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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1301
Boston Financial Management
Massachusetts
$964K +$167K +900 +21%
ISL
1302
Ingalls & Snyder LLC
New York
$963K -$46.8K -253 -5%
HC
1303
Hoese & Co
Minnesota
$960K -$370K -2,001 -28%
VFPI
1304
Vantage Financial Partners (Illinois)
Illinois
$958K +$353K +1,909 +58%
BL
1305
BFSG LLC
California
$958K -$17K -92 -2%
VA
1306
Valmark Advisers
Ohio
$949K +$30K +162 +3%
WA
1307
Wambolt & Associates
Colorado
$947K +$187K +1,008 +24%
CS
1308
Comerica Securities
Michigan
$946K -$159K -857 -14%
FWP
1309
FAS Wealth Partners
Kansas
$942K +$212K +1,146 +29%
RCM
1310
Radnor Capital Management
Pennsylvania
$941K +$42K +227 +5%
UAML
1311
US Asset Management LLC
Pennsylvania
$939K +$2.96K +16 +0.3%
RP
1312
Rice Partnership
Hawaii
$938K – – –
CCA
1313
Cobblestone Capital Advisors
New York
$937K -$6.48K -35 -0.7%
SCA
1314
Sandy Cove Advisors
Massachusetts
$937K – – –
CAM
1315
Covenant Asset Management
New Jersey
$934K +$25.9K +140 +3%
CCG
1316
Cypress Capital Group
Florida
$934K +$65.5K +354 +7%
HNWAG
1317
High Net Worth Advisory Group
Florida
$934K +$280K +1,512 +42%
OC
1318
Oakworth Capital
Alabama
$931K +$38.3K +207 +4%
LWP
1319
Lumature Wealth Partners
Georgia
$930K +$252K +1,360 +37%
AFG
1320
Allegheny Financial Group
Pennsylvania
$928K +$1.29K +7 +0.1%
CWA
1321
Consilium Wealth Advisory
Texas
$926K +$12.4K +67 +1%
MWA
1322
Moser Wealth Advisors
Washington
$925K – – –
AG
1323
Ascent Group
Virginia
$924K +$346K +1,870 +59%
IGWM
1324
ICA Group Wealth Management
Colorado
$924K +$929K +5,021 New
CFS
1325
CRA Financial Services
New Jersey
$922K -$6.85K -37 -0.7%
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