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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1451
Westbourne Investment Advisors
Maryland
$697K -$147K -796 -17%
B
1452
Barings
North Carolina
$696K – – –
BMCM
1453
Bryn Mawr Capital Management
Pennsylvania
$691K +$159K +859 +30%
APP
1454
Avantax Planning Partners
Iowa
$690K -$44.4K -240 -6%
LI
1455
Lafayette Investments
Maryland
$689K -$128K -690 -16%
CAAS
1456
Capital Asset Advisory Services
Michigan
$686K -$1.29K -7 -0.2%
CWM
1457
Centric Wealth Management
Illinois
$686K +$71.6K +387 +12%
ATC
1458
Adirondack Trust Company
New York
$686K +$177K +958 +34%
EAM
1459
EFG Asset Management
Oregon
$684K -$344K -1,859 -33%
RWA
1460
Ropes Wealth Advisors
Massachusetts
$683K -$64.6K -349 -9%
WTA
1461
Washington Trust Advisors
Massachusetts
$681K +$13K +70 +2%
PB
1462
Pinnacle Bancorp
Nebraska
$675K +$93.1K +503 +16%
VWM
1463
Vigilare Wealth Management
Arizona
$675K +$681K +3,678 New
SWA
1464
Stratos Wealth Advisors
Ohio
$674K -$49.4K -267 -7%
PCS
1465
Personal CFO Solutions
New Jersey
$671K -$1.29K -7 -0.2%
CWS
1466
Cypress Wealth Services
California
$670K -$39.2K -212 -5%
JE
1467
JMAC Enterprises
Pennsylvania
$669K +$17.8K +96 +3%
VWM
1468
Venturi Wealth Management
Texas
$668K +$55.5K +300 +9%
PFSC
1469
Peoples Financial Services Corp
Pennsylvania
$667K – – –
AWA
1470
Alta Wealth Advisors
Massachusetts
$666K +$32.4K +175 +5%
EWM
1471
Elmwood Wealth Management
California
$666K +$135K +732 +25%
MSFS
1472
Main Street Financial Solutions
Pennsylvania
$664K -$69.8K -377 -9%
ISWM
1473
Independent Solutions Wealth Management
New York
$659K -$10.9K -59 -2%
RCAG
1474
Rehmann Capital Advisory Group
Michigan
$659K +$42.7K +231 +7%
MG
1475
Mather Group
Illinois
$658K -$802K -4,333 -55%
57 58
59
60 61