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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1576
Personal CFO Solutions
New Jersey
$697K -$26.3K -126 -3%
MDA
1577
Minot DeBlois Advisors
Massachusetts
$695K +$7.94K +38 +1%
LWAM
1578
Legacy Wealth Asset Management
Minnesota
$695K +$4.6K +22 +0.6%
HCM
1579
Howland Capital Management
Massachusetts
$695K -$14.2K -68 -2%
RCAG
1580
Rehmann Capital Advisory Group
Michigan
$694K -$36.6K -175 -5%
CSB
1581
City State Bank
Iowa
$691K -$24.4K -117 -3%
CIA
1582
Compass Ion Advisors
Pennsylvania
$691K +$209 +1 +0%
BCM
1583
Boltwood Capital Management
California
$690K +$33.4K +160 +5%
CRIG
1584
Charter Research & Investment Group
Connecticut
$689K – – –
PA
1585
Persium Advisors
Georgia
$688K +$30.7K +147 +4%
MW
1586
MBL Wealth
North Carolina
$687K -$161K -769 -18%
AWM
1587
Aviso Wealth Management
Washington
$687K +$34.5K +165 +5%
SPA
1588
Sherbrooke Park Advisers
New York
$684K +$721K +3,449 New
PFSC
1589
Peoples Financial Services Corp
Pennsylvania
$683K +$90.2K +432 +14%
EFG
1590
Ethos Financial Group
Pennsylvania
$682K +$27.4K +131 +4%
ISWM
1591
Independent Solutions Wealth Management
New York
$681K -$1.09M -5,208 -60%
SIG
1592
Spinnaker Investment Group
California
$681K +$35.3K +169 +5%
AWM
1593
Aries Wealth Management
Maine
$681K – – –
LFA
1594
Legacy Financial Advisors
Kentucky
$680K -$108K -519 -13%
TTWM
1595
TCV Trust & Wealth Management
Virginia
$680K -$17.8K -85 -2%
HAM
1596
Hedges Asset Management
Nevada
$679K +$715K +3,422 New
EWA
1597
EverSource Wealth Advisors
Alabama
$677K -$34.5K -165 -5%
PAM
1598
PCG Asset Management
New Jersey
$677K – – –
CCFCSB
1599
Cape Cod Five Cents Savings Bank
Massachusetts
$676K – – –
CSI
1600
Cross Staff Investments
New York
$674K – – –
62 63
64
65 66