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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1876
OneAscent Financial Services
Alabama
$464K +$454K +2,177 New
CA
1877
CGN Advisors
Kansas
$463K – – –
W
1878
WPWealth
Texas
$463K +$6.05K +29 +1%
PCMF
1879
Private Capital Management (Florida)
Florida
$462K – – –
WIM
1880
WealthPlan Investment Management
Nebraska
$458K -$44K -211 -9%
RIM
1881
Rockbridge Investment Management
New York
$456K – – –
MSFS
1882
Main Street Financial Solutions
Pennsylvania
$455K -$1.01M -4,845 -69%
PSP
1883
Pacific Sage Partners
Washington
$454K +$1.04K +5 +0.2%
AI
1884
Accredited Investors
Minnesota
$454K -$417 -2 -0.1%
CH
1885
Cromwell Holdings
Wyoming
$454K – – –
LGW
1886
Leslie Global Wealth
Illinois
$453K +$834 +4 +0.2%
IUHSA
1887
Itau Unibanco Holding S.A.
Brazil
$453K -$4.43M -21,220 -91%
SFG
1888
Shum Financial Group
California
$452K +$66.3K +318 +18%
C
1889
Certuity
Florida
$452K -$441K -2,113 -50%
FCM
1890
Fire Capital Management
California
$452K +$443K +2,124 New
TSW
1891
Thompson Siegel & Walmsley
Virginia
$452K +$209 +1 +0%
SFG
1892
Sather Financial Group
Texas
$452K – – –
RP
1893
Rice Partnership
Hawaii
$451K -$180K -861 -29%
GWP
1894
Gateway Wealth Partners
Wisconsin
$451K +$74.5K +357 +20%
DAM
1895
Doheny Asset Management
California
$450K – – –
TPWA
1896
TRUE Private Wealth Advisors
Oregon
$450K -$39.2K -188 -8%
JWCA
1897
J.W. Coons Advisors
Ohio
$450K – – –
CCC
1898
Chesapeake Capital Corp
Florida
$449K -$563K -2,699 -56%
GEA
1899
Glen Eagle Advisors
New Jersey
$448K -$36.5K -175 -8%
FCFC
1900
First Citizens Financial Corp
Iowa
$446K +$16.3K +78 +4%
74 75
76
77 78