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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1851
Winthrop Advisory Group
Massachusetts
$388K -$1.55K -8 -0.4%
CT
1852
ClearAlpha Technologies
Connecticut
$387K +$385K +1,986 New
PCP
1853
Proficio Capital Partners
Massachusetts
$387K -$109K -560 -22%
BDF
1854
Black Diamond Financial
Maryland
$386K -$15.1K -78 -4%
WS
1855
Wela Strategies
Georgia
$386K +$384K +1,981 New
1WA
1856
180 Wealth Advisors
Washington
$386K -$15.3K -79 -4%
KCPG
1857
Kavar Capital Partners Group
Kansas
$386K -$41.1K -212 -10%
FI
1858
Finivi Inc
Massachusetts
$385K -$16.5K -85 -4%
GWA
1859
Gratus Wealth Advisors
Virginia
$384K – – –
LCM
1860
LCM Capital Management
Illinois
$384K +$6.59K +34 +2%
UAG
1861
United Advisor Group
Ohio
$383K +$382K +1,968 New
SWM
1862
Segment Wealth Management
Texas
$383K – – –
BWM
1863
BKM Wealth Management
Wisconsin
$381K +$380K +1,958 New
CWM
1864
Chesapeake Wealth Management
Virginia
$381K -$99.3K -512 -21%
CA
1865
Calton & Associates
Florida
$380K +$68.9K +355 +22%
MKC
1866
M. Kraus & Co
Vermont
$377K -$13.4K -69 -3%
IAMOG
1867
Investors Asset Management of Georgia
Georgia
$375K – – –
SP
1868
Stablepoint Partners
Massachusetts
$375K +$35.5K +183 +11%
PCA
1869
Pallas Capital Advisors
Massachusetts
$374K -$39.4K -203 -10%
WHC
1870
Wulff, Hansen & Co
California
$374K -$54.7K -282 -13%
CBTWT
1871
Community Bank & Trust (Waco, Texas)
Texas
$374K -$20.6K -106 -5%
SWM
1872
SilverOak Wealth Management
Minnesota
$374K – – –
OA
1873
Oxbow Advisors
Texas
$372K – – –
CWS
1874
Confluence Wealth Services
Pennsylvania
$371K +$74.1K +382 +25%
PC
1875
Port Capital
Illinois
$371K +$1.55K +8 +0.4%
73 74
75
76 77