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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1626
Cerro Pacific Wealth Advisors
California
$519K +$531K +2,512 New
3F
1627
360 Financial
Minnesota
$515K – – –
MPMG
1628
Minneapolis Portfolio Management Group
Minnesota
$515K – – –
ZB
1629
Zions Bancorporation
Utah
$513K -$178K -844 -25%
BDFN
1630
Bond & Devick Financial Network
Minnesota
$513K – – –
PHAM
1631
Palisades Hudson Asset Management
Florida
$513K – – –
CRWM
1632
Castle Rock Wealth Management
California
$511K +$270K +1,275 +120%
WANY
1633
Wealthspire Advisors (New York)
New York
$509K -$2.29M -10,827 -81%
VA
1634
Valmark Advisers
Ohio
$508K -$19.9K -94 -4%
RWI
1635
Red Wave Investments
Pennsylvania
$508K -$634 -3 -0.1%
CBA
1636
Coastal Bridge Advisors
Connecticut
$506K -$130K -616 -20%
CWA
1637
Clarity Wealth Advisors
California
$506K – – –
CC
1638
Cipher Capital
New York
$506K +$517K +2,446 New
TAM
1639
Trillium Asset Management
Massachusetts
$501K -$104K -493 -17%
AC
1640
Avestar Capital
New York
$500K -$3.81K -18 -0.7%
PCG
1641
Private Capital Group
Connecticut
$499K +$11.8K +56 +2%
RG
1642
Retirement Group
California
$498K -$22K -104 -4%
HCMG
1643
Howard Capital Management Group
California
$498K – – –
MSFS
1644
Main Street Financial Solutions
Pennsylvania
$494K -$10.6K -50 -2%
SCM
1645
Stonebridge Capital Management
California
$494K – – –
GCAC
1646
Guardian Capital Advisors (Canada)
Ontario, Canada
$491K -$23.7K -112 -5%
GSIS
1647
Global Strategic Investment Solutions
Arizona
$490K +$846 +4 +0.2%
CSPIA
1648
Cary Street Partners Investment Advisory
Virginia
$489K +$70.6K +334 +16%
MHIC
1649
Marble Harbor Investment Counsel
Massachusetts
$487K – – –
FCFC
1650
First Commonwealth Financial Corp
Pennsylvania
$487K +$4.02K +19 +0.8%
64 65
66
67 68