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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1701
Journey Advisory Group
Kentucky
$431K +$21.5K +110 +6%
NEAM
1702
New England Asset Management
Connecticut
$429K +$290K +1,485 +243%
CCMD
1703
Cypress Capital Management (Delaware)
Delaware
$426K – – –
SW
1704
SteelPeak Wealth
California
$425K -$4.47M -22,912 -92%
AIM
1705
Avity Investment Management
Connecticut
$425K -$4.3K -22 -1%
BW
1706
Bison Wealth
Georgia
$425K +$28.3K +145 +8%
CS
1707
Cannell & Spears
New York
$422K -$12.9K -66 -3%
CHA
1708
Cooper/Haims Advisors
New York
$421K -$20.7K -106 -5%
CW
1709
Cabot-Wellington
Massachusetts
$421K – – –
PEA
1710
Pacific Edge Advisors
California
$420K -$67.2K -344 -14%
DA
1711
Detalus Advisors
Missouri
$418K -$31.2K -160 -7%
CBFP
1712
Cedar Brook Financial Partners
Ohio
$416K +$11.3K +58 +3%
CSPIA
1713
Cary Street Partners Investment Advisory
Virginia
$415K -$973K -4,984 -71%
4WM
1714
44 Wealth Management
Oregon
$415K -$128K -654 -24%
C
1715
Certuity
Florida
$413K -$48.6K -249 -11%
TTWM
1716
TCV Trust & Wealth Management
Virginia
$413K +$12.3K +63 +3%
PSB
1717
Piscataqua Savings Bank
New Hampshire
$413K +$394K +2,018 New
CWC
1718
Carolinas Wealth Consulting
North Carolina
$411K -$36.9K -189 -9%
FC
1719
Ferris Capital
Massachusetts
$410K -$347K -1,779 -47%
BWCS
1720
Beirne Wealth Consulting Services
Connecticut
$409K -$248K -1,270 -39%
KFS
1721
Kaizen Financial Strategies
California
$407K -$45.7K -234 -11%
QI
1722
Qtron Investments
Massachusetts
$402K -$295K -1,513 -44%
KTC
1723
Kistler-Tiffany Companies
Pennsylvania
$402K -$23.8K -122 -6%
HC
1724
Hourglass Capital
Texas
$402K – – –
RWP
1725
Ridgecrest Wealth Partners
California
$402K +$383K +1,963 New
67 68
69
70 71