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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1576
Independent Solutions Wealth Management
New York
$295K -$45.4K -343 -14%
FIM
1577
Freedom Investment Management
Connecticut
$294K -$21.2K -160 -7%
CAG
1578
Curtis Advisory Group
California
$294K – – –
NG
1579
Northstar Group
New York
$294K – – –
BW
1580
Bison Wealth
Georgia
$293K +$10.5K +79 +4%
CWP
1581
CFM Wealth Partners
Texas
$292K -$4.76K -36 -2%
GFS
1582
GYL Financial Synergies
Connecticut
$290K -$25.9K -196 -8%
WCWM
1583
Willow Creek Wealth Management
California
$289K -$3.44K -26 -1%
EMB
1584
Elefante Mark B
$289K – – –
RP
1585
Riverbridge Partners
Minnesota
$289K +$281K +2,122 New
SPP
1586
Single Point Partners
Massachusetts
$288K -$4.63K -35 -2%
HCA
1587
Heck Capital Advisors
Wisconsin
$287K +$66.2K +500 +31%
IA
1588
IFG Advisors
Missouri
$287K +$4.63K +35 +2%
AAIM
1589
Asset Advisors Investment Management
Georgia
$286K – – –
TAM
1590
Trillium Asset Management
Massachusetts
$283K -$21K -159 -7%
SA
1591
Silversage Advisors
California
$283K -$3.44K -26 -2%
SRC
1592
Shufro Rose & Co
New York
$283K – – –
EWM
1593
EPG Wealth Management
Georgia
$283K +$94.6K +715 +52%
CW
1594
Cabot-Wellington
Massachusetts
$281K – – –
CCMW
1595
Cypress Capital Management (Wyoming)
Wyoming
$280K – – –
XF
1596
XML Financial
Maryland
$279K +$33.5K +253 +14%
IC
1597
InterOcean Capital
Illinois
$276K +$23K +174 +9%
BL
1598
Balentine LLC
Georgia
$275K +$50.3K +380 +23%
SBWM
1599
Sunflower Bank Wealth Management
Arizona
$274K -$10.5K -79 -4%
BWCS
1600
Beirne Wealth Consulting Services
Connecticut
$273K – – –
62 63
64
65 66