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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1501
Armstrong Fleming & Moore
District of Columbia
$660K +$627K +3,374 New
PI
1502
PFG Investments
New York
$659K +$44.2K +238 +8%
BHBT
1503
Burke & Herbert Bank & Trust
Virginia
$658K -$2.97K -16 -0.5%
SW
1504
StrongBox Wealth
Missouri
$656K +$12.4K +67 +2%
MCM
1505
Monument Capital Management
Virginia
$656K +$103K +553 +20%
DCM
1506
Dudley Capital Management
Virginia
$653K -$25.6K -138 -4%
AWM
1507
Axxcess Wealth Management
California
$652K -$858K -4,618 -58%
AWA
1508
Aletheian Wealth Advisors
Washington
$651K +$618K +3,329 New
APW
1509
Acima Private Wealth
Virginia
$648K -$4.46K -24 -0.7%
APP
1510
Avantax Planning Partners
Iowa
$648K +$186 +1 +0%
PWM
1511
PBMares Wealth Management
Virginia
$647K – – –
AP
1512
Appleton Partners
Massachusetts
$647K -$10.2K -55 -2%
WCWM
1513
Willow Creek Wealth Management
California
$646K +$199K +1,071 +48%
CIM
1514
CIM Investment Management
Pennsylvania
$644K +$1.3K +7 +0.2%
ONST
1515
Old North State Trust
North Carolina
$644K +$74.8K +403 +14%
TLCM
1516
Twin Lakes Capital Management
California
$644K +$1.11K +6 +0.2%
KIA
1517
KLR Investment Advisors
Rhode Island
$643K -$371 -2 -0.1%
WAP
1518
Wealthcare Advisory Partners
Pennsylvania
$641K +$57.4K +309 +10%
EWM
1519
Empirical Wealth Management
Washington
$640K -$32.3K -174 -5%
AW
1520
Apricus Wealth
South Carolina
$639K -$46.1K -248 -7%
TA
1521
Tiedemann Advisors
New York
$636K +$19.7K +106 +3%
GL
1522
Graypoint LLC
New York
$636K +$48.5K +261 +9%
PAM
1523
Peak Asset Management
Colorado
$635K -$19.7K -106 -3%
WP
1524
WMS Partners
Maryland
$635K -$65.2K -351 -10%
APG
1525
Abacus Planning Group
South Carolina
$634K – – –
59 60
61
62 63