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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1551
Robertson Stephens Wealth Management
California
$712K -$118K -585 -14%
FCB
1552
First County Bank
Connecticut
$712K +$15.2K +75 +2%
CL
1553
CLG LLC
California
$711K +$202 +1 +0%
CSA
1554
Cottage Street Advisors
Massachusetts
$711K -$3.85K -19 -0.5%
PCS
1555
Personal CFO Solutions
New Jersey
$706K -$212K -1,047 -23%
CFP
1556
Catalyst Financial Partners
Massachusetts
$705K +$809 +4 +0.1%
PAM
1557
PCG Asset Management
New Jersey
$703K +$7.69K +38 +1%
EWA
1558
EverSource Wealth Advisors
Alabama
$703K +$55.6K +275 +8%
CIC
1559
Chilton Investment Company
Connecticut
$702K +$356K +1,760 +100%
TIA
1560
Traphagen Investment Advisors
New Jersey
$702K +$109K +537 +18%
PIM
1561
Provident Investment Management
Michigan
$702K +$242K +1,197 +52%
CSB
1562
City State Bank
Iowa
$701K – – –
EPIME
1563
Evelyn Partners Investment Management (Europe)
$701K – – –
LWAM
1564
Legacy Wealth Asset Management
Minnesota
$698K -$6.47K -32 -0.9%
SA
1565
SRN Advisors
Pennsylvania
$697K -$21.9K -108 -3%
LI
1566
Lafayette Investments
Maryland
$697K +$21.4K +106 +3%
EFG
1567
Ethos Financial Group
Pennsylvania
$696K – – –
DG
1568
DMC Group
Alabama
$696K -$4.25K -21 -0.6%
PFGIA
1569
Patriot Financial Group Insurance Agency
Massachusetts
$696K +$83.8K +414 +13%
ARC
1570
Advisor Resource Council
Texas
$695K +$712K +3,518 New
CIA
1571
Compass Ion Advisors
Pennsylvania
$693K -$10.1K -50 -1%
CRIG
1572
Charter Research & Investment Group
Connecticut
$693K – – –
MDA
1573
Minot DeBlois Advisors
Massachusetts
$690K -$48.6K -240 -6%
PIWA
1574
Prevail Innovative Wealth Advisors
Kansas
$690K +$483K +2,387 +223%
MW
1575
Marcum Wealth
Ohio
$689K -$185K -912 -21%
61 62
63
64 65