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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1801
Compass Financial Advisors
Indiana
$286K – – –
RWA
1802
Rainsberger Wealth Advisors
Colorado
$285K +$315K +1,810 New
CFO
1803
Collective Family Office
Pennsylvania
$284K -$189K -1,083 -37%
SPP
1804
Single Point Partners
Massachusetts
$284K – – –
CFG
1805
Cooper Financial Group
California
$283K +$43.5K +250 +16%
OIA
1806
Optimum Investment Advisors
Illinois
$282K – – –
RIA
1807
Regal Investment Advisors
Michigan
$282K +$1.39K +8 +0.4%
SWAG
1808
Spectrum Wealth Advisory Group
California
$282K +$1.74K +10 +0.6%
OA
1809
Oxbow Advisors
Texas
$281K – – –
FS
1810
Ferguson Shapiro
Georgia
$279K – – –
BCP
1811
Blue Chip Partners
Michigan
$279K +$2.79K +16 +0.9%
SFS
1812
Summit Financial Strategies
Ohio
$279K +$309K +1,774 New
EWA
1813
EverSource Wealth Advisors
Alabama
$278K -$114K -655 -27%
MGIM
1814
M&G Investment Management
United Kingdom
$278K -$17.2K -99 -5%
EW
1815
Evoke Wealth
California
$278K -$12.9K -74 -4%
BAAM
1816
Baker Avenue Asset Management
California
$277K +$46.3K +266 +18%
GSIS
1817
Global Strategic Investment Solutions
Arizona
$276K -$6.1K -35 -2%
AIA
1818
AIMZ Investment Advisors
California
$276K – – –
NAS
1819
Nicolet Advisory Services
Wisconsin
$276K +$297K +1,706 New
RCG
1820
Regatta Capital Group
California
$275K – – –
DA
1821
Detalus Advisors
Missouri
$274K – – –
HPWM
1822
Highland Private Wealth Management
Washington
$274K +$45.5K +261 +18%
AAIM
1823
Asset Advisors Investment Management
Georgia
$273K -$10.6K -61 -3%
PP
1824
PrairieView Partners
Minnesota
$273K – – –
BWA
1825
BDO Wealth Advisors
Florida
$272K -$9.41K -54 -3%
71 72
73
74 75