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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1926
Gerber Kawasaki Wealth & Investment Management
California
$304K +$33.9K +168 +12%
NRI
1927
NFP Retirement Inc
California
$303K +$104K +513 +50%
GFP
1928
Gryphon Financial Partners
Ohio
$302K +$1.01K +5 +0.3%
GTAM
1929
Global Trust Asset Management
Florida
$301K -$10.7K -53 -3%
WAM
1930
WFA Asset Management
Wisconsin
$301K +$309K +1,530 New
VC
1931
Vicus Capital
Pennsylvania
$300K +$310K +1,536 New
AWM
1932
Aberdeen Wealth Management
Illinois
$299K – – –
AWM
1933
Aevitas Wealth Management
Massachusetts
$299K +$1.21K +6 +0.4%
CCMD
1934
Cypress Capital Management (Delaware)
Delaware
$298K -$33.3K -165 -10%
AP
1935
Atwood & Palmer
Missouri
$298K +$5.25K +26 +2%
SFP
1936
Sandbox Financial Partners
Maryland
$297K +$30.3K +150 +11%
PL
1937
Pluribus Labs
California
$295K +$303K +1,501 New
WF
1938
Warner Financial
Maryland
$295K +$303K +1,503 New
CRIG
1939
Charter Research & Investment Group
Connecticut
$293K -$6.26K -31 -2%
RIM
1940
Rockbridge Investment Management
New York
$293K +$250K +1,236 +489%
BFM
1941
Boothbay Fund Management
New York
$292K -$25K -124 -8%
FFG
1942
Frisch Financial Group
New York
$292K +$33.7K +167 +13%
SJIM
1943
St. Johns Investment Management
Florida
$291K -$202 -1 -0.1%
WF
1944
Wayfinding Financial
Washington
$291K +$312K +1,543 New
CWM
1945
Circle Wealth Management
New Jersey
$290K -$21.4K -106 -7%
FIBT
1946
First International Bank & Trust
North Dakota
$290K +$298K +1,475 New
LP
1947
LMR Partners
United Kingdom
$288K +$296K +1,467 New
CWM
1948
Chesapeake Wealth Management
Virginia
$287K -$35.1K -174 -11%
LNWTC
1949
Laird Norton Wetherby Trust Company
Washington
$287K -$11.3K -56 -4%
OCPWS
1950
One Charles Private Wealth Services
Massachusetts
$287K +$202 +1 +0.1%
76 77
78
79 80