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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
1801
Clay Northam Wealth Management
California
$500K – – –
GWP
1802
Gateway Wealth Partners
Wisconsin
$500K +$21.7K +107 +5%
DA
1803
Denali Advisors
California
$499K -$7.08K -35 -2%
TIM
1804
Total Investment Management
Arizona
$498K +$3.24K +16 +0.7%
TFG
1805
Taylor Financial Group
Virginia
$497K – – –
OGC
1806
Oak Grove Capital
New Hampshire
$496K -$472K -2,334 -51%
4A
1807
4Wealth Advisors
Illinois
$495K -$4.66K -23 -1%
DWM
1808
Drive Wealth Management
Utah
$495K -$107K -529 -19%
AFP
1809
Ausdal Financial Partners
Iowa
$494K -$209K -1,031 -31%
OFS
1810
OneAscent Financial Services
Alabama
$494K -$433K -2,138 -49%
PCG
1811
Prosperity Consulting Group
Maryland
$492K -$853K -4,216 -65%
SIM
1812
Sentry Investment Management
Wisconsin
$492K – – –
CWM
1813
Crowley Wealth Management
Delaware
$491K -$10.7K -53 -2%
WAAG
1814
Wealth Alliance Advisory Group
Kansas
$490K -$110K -542 -20%
PIA
1815
Perennial Investment Advisors
California
$489K +$82.4K +407 +22%
CWA
1816
Clearview Wealth Advisors
Oregon
$488K -$202 -1 -0%
FBB
1817
Fulton Breakefield Broenniman
Maryland
$488K +$126K +621 +39%
BFA
1818
Brown Financial Advisors
Ohio
$488K -$11.1K -55 -2%
EMB
1819
Elefante Mark B
$485K -$30.2K -149 -6%
CG
1820
Clarus Group
Texas
$485K – – –
EF
1821
Exeter Financial
Arizona
$485K -$2.63K -13 -0.6%
PBC
1822
Pavion Blue Capital
California
$484K +$161K +796 +57%
SGI
1823
Summit Global Investments
Utah
$483K +$446K +2,203 New
PWPS
1824
Pinnacle Wealth Planning Services
Ohio
$483K +$11.7K +58 +3%
HWAM
1825
Hennion & Walsh Asset Management
New Jersey
$482K – – –
71 72
73
74 75