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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1951
Caerus Investment Advisors
Texas
$412K +$417K +1,823 New
TC
1952
Trilogy Capital
California
$412K +$52.1K +228 +14%
LC
1953
Lawood & Co
Pennsylvania
$411K +$75.4K +330 +22%
EAN
1954
Excelsior Advisor Network
Colorado
$411K +$22.9K +100 +6%
AP
1955
Anchyra Partners
Georgia
$411K +$16K +70 +4%
PWPS
1956
Pinnacle Wealth Planning Services
Ohio
$411K -$37.9K -166 -8%
CW
1957
Channel Wealth
California
$411K +$457 +2 +0.1%
VAM
1958
Verity Asset Management
North Carolina
$410K +$67.6K +296 +20%
GSWM
1959
Golden State Wealth Management
California
$409K -$11.2K -49 -3%
DTL
1960
Dynamic Technology Lab
Singapore
$409K +$413K +1,809 New
VC
1961
Vicus Capital
Pennsylvania
$409K -$38.4K -168 -9%
OCPWS
1962
One Charles Private Wealth Services
Massachusetts
$408K -$11K -48 -3%
TC
1963
Trust Company
Kansas
$408K – – –
PIP
1964
Peachtree Investment Partners
Florida
$407K +$60.6K +265 +17%
KCPG
1965
Kavar Capital Partners Group
Kansas
$406K – – –
BFA
1966
Beacon Financial Advisory
Ohio
$405K +$9.14K +40 +2%
BBPWM
1967
Blue Bell Private Wealth Management
Pennsylvania
$404K +$457 +2 +0.1%
KFA
1968
Kelleher Financial Advisors
New York
$404K -$11.2K -49 -3%
SPW
1969
Signet Private Wealth
Illinois
$403K +$229 +1 +0.1%
SCM
1970
Spring Capital Management
Texas
$403K – – –
CBTWT
1971
Community Bank & Trust (Waco, Texas)
Texas
$402K -$1.6K -7 -0.4%
PW
1972
PUREfi Wealth
Massachusetts
$402K +$12.8K +56 +3%
DM
1973
Diversified Management
Wisconsin
$402K +$406K +1,777 New
CST
1974
Charles Schwab Trust
Nevada
$401K +$31.8K +139 +8%
BCP
1975
Berkeley Capital Partners
Georgia
$401K +$405K +1,773 New
77 78
79
80 81