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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1551
Personal CFO Solutions
New Jersey
$284K +$158K +1,026 +83%
PAM
1552
Peak Asset Management
Colorado
$284K +$347K +2,248 New
TAM
1553
Trillium Asset Management
Massachusetts
$282K – – –
BFC
1554
Blue Fin Capital
Rhode Island
$279K -$8.19K -53 -2%
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$279K – – –
CWP
1556
CFM Wealth Partners
Texas
$275K – – –
BCM
1557
Breiter Capital Management
Florida
$274K +$83.6K +541 +33%
CG
1558
Caprock Group
Idaho
$273K -$230K -1,491 -41%
IAMOG
1559
Investors Asset Management of Georgia
Georgia
$273K – – –
SMFS
1560
Squar Milner Financial Services
California
$273K +$1.08K +7 +0.3%
CAG
1561
Curtis Advisory Group
California
$272K -$49.1K -318 -13%
NG
1562
Northstar Group
New York
$272K -$18.4K -119 -5%
CGA
1563
Crescent Grove Advisors
Illinois
$271K – – –
WCWM
1564
Willow Creek Wealth Management
California
$271K – – –
SPP
1565
Single Point Partners
Massachusetts
$271K +$108K +696 +48%
EMB
1566
Elefante Mark B
$267K – – –
AAIM
1567
Asset Advisors Investment Management
Georgia
$265K -$21.3K -138 -6%
HTHT
1568
Hemenway Trust Hemenway Trust
New Hampshire
$265K +$324K +2,098 New
SBWM
1569
Sunflower Bank Wealth Management
Arizona
$264K – – –
BW
1570
Bison Wealth
Georgia
$262K -$88.2K -571 -22%
SRC
1571
Shufro Rose & Co
New York
$262K – – –
FMWA
1572
Forvis Mazars Wealth Advisors
Missouri
$262K +$23.9K +155 +8%
IA
1573
IFG Advisors
Missouri
$261K -$9.89K -64 -3%
FFC
1574
First Financial Corp
Indiana
$260K -$2.01K -13 -0.6%
CW
1575
Cabot-Wellington
Massachusetts
$260K – – –
61 62
63
64 65