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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1551
Acima Private Wealth
Virginia
$660K – – –
KIG
1552
Kennedy Investment Group
New Jersey
$660K -$32.3K -170 -5%
LEA
1553
Legacy Edge Advisors
New York
$659K +$14.5K +76 +2%
EFG
1554
Ethos Financial Group
Pennsylvania
$659K -$11.2K -59 -2%
GWM
1555
Gitterman Wealth Management
New Jersey
$656K – – –
FPCP
1556
Fort Point Capital Partners
California
$654K -$5.9K -31 -0.9%
EWA
1557
EverSource Wealth Advisors
Alabama
$653K +$150K +788 +30%
CG
1558
Clarus Group
Texas
$650K +$236K +1,242 +63%
OFG
1559
Oxford Financial Group
Indiana
$647K -$22.5K -118 -4%
CPC
1560
Congress Park Capital
New York
$647K – – –
JSW
1561
Journey Strategic Wealth
New Jersey
$647K +$241K +1,265 +65%
AWA
1562
ARQ Wealth Advisors
Arizona
$646K +$9.7K +51 +2%
FIM
1563
Freedom Investment Management
Connecticut
$646K +$14.1K +74 +2%
RFA
1564
Register Financial Advisors
Georgia
$644K – – –
BOM
1565
Bank of Marin
California
$644K +$31.2K +164 +5%
CIM
1566
CIM Investment Management
Pennsylvania
$644K -$3.62K -19 -0.6%
FBB
1567
Fulton Breakefield Broenniman
Maryland
$643K – – –
BSB
1568
Bangor Savings Bank
Maine
$643K -$2.85K -15 -0.5%
PWA
1569
Prairie Wealth Advisors
Nebraska
$642K +$15K +79 +3%
GSWM
1570
Greenup Street Wealth Management
Michigan
$642K +$607K +3,188 New
CF
1571
Centaurus Financial
California
$641K -$558K -2,935 -48%
AWM
1572
Accel Wealth Management
Iowa
$641K +$72.5K +381 +14%
LCS
1573
Levin Capital Strategies
New York
$641K – – –
PWMG
1574
Prestige Wealth Management Group
New Jersey
$641K +$91.3K +480 +18%
WB
1575
West Bancorporation
Iowa
$637K -$782K -4,109 -56%
61 62
63
64 65