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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
1751
Caxton Associates (New York)
New York
$315K -$1.37M -7,889 -80%
CG
1752
Clarus Group
Texas
$315K – – –
LMKC
1753
L.M. Kohn & Company
Ohio
$314K – – –
AL
1754
Aspiriant LLC
California
$314K +$26.3K +151 +8%
PMG
1755
Private Management Group
California
$313K – – –
AWM
1756
Axxcess Wealth Management
California
$313K +$4.36K +25 +1%
1W
1757
1776 Wealth
Georgia
$312K – – –
CAG
1758
Curtis Advisory Group
California
$312K – – –
BIP
1759
Blueprint Investment Partners
North Carolina
$312K +$346K +1,984 New
SFS
1760
Stiles Financial Services
Minnesota
$311K +$22.6K +130 +7%
TA
1761
TrueWealth Advisors
Alabama
$311K +$26.5K +152 +8%
BWCS
1762
Beirne Wealth Consulting Services
Connecticut
$310K – – –
FBT
1763
First Bank & Trust
South Dakota
$310K +$8.19K +47 +2%
SWM
1764
Silverlake Wealth Management
Vermont
$310K +$8.71K +50 +3%
SFO
1765
Standard Family Office
South Dakota
$309K +$342K +1,963 New
LA
1766
Legacy Advisors
Pennsylvania
$308K -$12.7K -73 -4%
EWP
1767
Engrave Wealth Partners
Texas
$308K +$52.3K +300 +18%
QC
1768
Quent Capital
New York
$308K +$111K +636 +48%
VCM
1769
Vivaldi Capital Management
Illinois
$307K +$2.79K +16 +0.8%
SIC
1770
Sigma Investment Counselors
Michigan
$306K – – –
NEWAS
1771
N.E.W. Advisory Services
Wisconsin
$306K +$54K +310 +19%
DCM
1772
Dupont Capital Management
Delaware
$304K -$83.6K -480 -20%
SPWM
1773
Schrum Private Wealth Management
Florida
$303K – – –
SAM
1774
Summit Asset Management
Tennessee
$302K +$36.9K +212 +12%
AIFAIM
1775
American Institute for Advanced Investment Management
Arizona
$301K – – –
69 70
71
72 73