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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1476
Stratos Wealth Advisors
Ohio
$662K -$80.2K -376 -10%
APW
1477
Acima Private Wealth
Virginia
$661K – – –
TWM
1478
Tradition Wealth Management
Minnesota
$659K -$853 -4 -0.1%
TA
1479
Tiedemann Advisors
New York
$657K -$453K -2,126 -39%
RSWM
1480
Robertson Stephens Wealth Management
California
$656K -$112K -524 -14%
PIM
1481
Perpetual Investment Management
Australia
$654K – – –
WG
1482
Welch Group
Alabama
$654K +$53.9K +253 +8%
CHA
1483
Carmichael Hill & Associates
Maryland
$651K -$8.74K -41 -1%
TPWA
1484
TRUE Private Wealth Advisors
Oregon
$650K -$4.69K -22 -0.7%
AWG
1485
Altus Wealth Group
Colorado
$650K +$57.8K +271 +9%
TLCM
1486
Twin Lakes Capital Management
California
$649K +$2.77K +13 +0.4%
AIFAIM
1487
American Institute for Advanced Investment Management
Arizona
$648K – – –
CBFP
1488
Cedar Brook Financial Partners
Ohio
$648K +$8.31K +39 +1%
BCM
1489
Boltwood Capital Management
California
$647K -$47.8K -224 -6%
DCM
1490
Donaldson Capital Management
Indiana
$645K -$236K -1,107 -26%
SFSG
1491
Sound Financial Strategies Group
Mississippi
$644K +$25.2K +118 +4%
PCS
1492
Personal CFO Solutions
New Jersey
$644K +$80.2K +376 +13%
BCA
1493
Bray Capital Advisors
Florida
$640K – – –
XF
1494
XML Financial
Maryland
$640K +$383K +1,795 +128%
DWM
1495
Defined Wealth Management
Oregon
$639K +$13.6K +64 +2%
NFG
1496
Nations Financial Group
Iowa
$639K +$279K +1,310 +70%
GM
1497
GeoWealth Management
Illinois
$639K +$682K +3,200 New
TCM
1498
Tanaka Capital Management
New York
$637K -$2.77K -13 -0.4%
ZB
1499
Zions Bancorporation
Utah
$637K +$149K +700 +28%
BFIM
1500
Beese Fulmer Investment Management
Ohio
$635K +$1.49K +7 +0.2%
58 59
60
61 62