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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1926
Gratus Wealth Advisors
Virginia
$427K – – –
LI
1927
LMCG Investments
Massachusetts
$427K – – –
KMWM
1928
Keudell/Morrison Wealth Management
Oregon
$427K +$30.9K +148 +8%
AP
1929
Advisors Preferred
Maryland
$427K -$169K -811 -29%
IP
1930
Investment Partners
Ohio
$426K +$418K +2,002 New
3F
1931
360 Financial
Minnesota
$426K -$28.4K -136 -6%
LWA
1932
Ledgewood Wealth Advisors
New Hampshire
$426K – – –
CPA
1933
Cardiff Park Advisors
California
$425K – – –
PCA
1934
Pallas Capital Advisors
Massachusetts
$424K +$19.4K +93 +5%
XC
1935
XY Capital
Hong Kong
$424K +$416K +1,993 New
1WA
1936
180 Wealth Advisors
Washington
$424K +$2.08K +10 +0.5%
TAM
1937
TCP Asset Management
Ohio
$424K -$65.5K -314 -14%
KFG
1938
Kelly Financial Group
Connecticut
$423K +$414K +1,987 New
LSWP
1939
Liberty Square Wealth Partners
Pennsylvania
$423K +$461K +2,211 New
LCM
1940
LCM Capital Management
Illinois
$423K +$2.71K +13 +0.7%
KCPG
1941
Kavar Capital Partners Group
Kansas
$421K – – –
GWS
1942
Greykasell Wealth Strategies
California
$421K +$412K +1,977 New
PMWMG
1943
Parr McKnight Wealth Management Group
Minnesota
$420K +$412K +1,975 New
SIC
1944
Sigma Investment Counselors
Michigan
$420K +$26.1K +125 +7%
SWM
1945
Segment Wealth Management
Texas
$418K – – –
AIM
1946
Allen Investment Management
New York
$418K -$1.14M -5,478 -74%
NG
1947
Northstar Group
New York
$416K -$44.4K -213 -10%
BMSSC
1948
B. Metzler seel. Sohn & Co
Germany
$416K -$33.4K -160 -8%
GGI
1949
Godsey & Gibb Inc
Virginia
$416K -$22.1K -106 -5%
FCM
1950
Fieldview Capital Management
Michigan
$413K +$405K +1,941 New
76 77
78
79 80