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Honeywell

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1476
Robertson Stephens Wealth Management
California
$733K +$91K +451 +14%
LIA
1477
LS Investment Advisors
Michigan
$732K -$53.5K -265 -7%
IF
1478
Intrua Financial
Texas
$731K -$15.1K -75 -2%
WDL
1479
Well Done LLC
Michigan
$730K -$21.6K -107 -3%
IF
1480
Ironwood Financial
Arizona
$729K
LWP
1481
Lumature Wealth Partners
Georgia
$729K +$61.8K +306 +9%
OA
1482
Oxbow Advisors
Texas
$728K -$84.2K -417 -10%
GM
1483
GeoWealth Management
Illinois
$727K +$101K +502 +16%
Koshinski Asset Management
1484
Koshinski Asset Management
Illinois
$726K -$12.5K -62 -2%
TPWA
1485
TRUE Private Wealth Advisors
Oregon
$725K +$88.6K +439 +13%
PCS
1486
Personal CFO Solutions
New Jersey
$720K +$90.2K +447 +14%
WPA
1487
West Paces Advisors
Georgia
$718K -$24.4K -121 -3%
ISWM
1488
Independent Solutions Wealth Management
New York
$717K +$349K +1,727 +90%
PFSC
1489
Peoples Financial Services Corp
Pennsylvania
$716K
CB
1490
CNB Bank
Pennsylvania
$716K +$2.42K +12 +0.3%
BFO
1491
Biltmore Family Office
North Carolina
$716K +$184K +912 +33%
WTA
1492
Washington Trust Advisors
Massachusetts
$716K +$735K +3,640 New
AA
1493
Argent Advisors
Louisiana
$711K +$7.27K +36 +1%
CPIA
1494
Cornell Pochily Investment Advisors
New York
$710K +$16.6K +82 +2%
TC
1495
TwinBeech Capital
New York
$709K +$728K +3,606 New
HNWAG
1496
High Net Worth Advisory Group
Florida
$704K +$723K +3,581 New
AP
1497
Appleton Partners
Massachusetts
$701K -$77.7K -385 -10%
CCM
1498
Cohen Capital Management
California
$699K
HFA
1499
High Falls Advisors
New York
$699K
BHBT
1500
Burke & Herbert Bank & Trust
Virginia
$693K -$112K -555 -14%