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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1976
Advocacy Wealth Management Services
Georgia
$31K -$817 -5 -3%
HGWM
1977
Harvest Group Wealth Management
Massachusetts
$31K – – –
RWG
1978
Regal Wealth Group
California
$31K – – –
MWP
1979
Meridian Wealth Partners
Pennsylvania
$31K +$30.7K +188 New
RFWA
1980
RPg Family Wealth Advisory
Massachusetts
$28.7K – – –
SIS
1981
Sound Income Strategies
Florida
$28K – – –
RTC
1982
Riverview Trust Company
Washington
$27K -$14.1K -86 -35%
GWMIA
1983
Global Wealth Management Investment Advisory
Florida
$25K -$12.6K -77 -34%
CWM
1984
Cranbrook Wealth Management
Michigan
$23K +$22.6K +138 New
SA
1985
SRH Advisors
Kansas
$22K – – –
AWM
1986
Atticus Wealth Management
Florida
$22K +$21.1K +129 New
TFA
1987
Tobias Financial Advisors
Florida
$22K +$22.4K +137 New
CFD
1988
Creative Financial Designs
Indiana
$21K -$2.62K -16 -11%
1NWS
1989
1 North Wealth Services
Maryland
$20K – – –
SCA
1990
Stuart Chaussee & Associates
California
$19K – – –
EWA
1991
Evolution Wealth Advisors
Florida
$19K +$16.8K +103 +792%
CA
1992
Crewe Advisors
Utah
$18K – – –
EIM
1993
Essex Investment Management
Massachusetts
$18K – – –
PP
1994
Pacifica Partners
Canada
$17K +$16.8K +103 New
AWM
1995
Avondale Wealth Management
Texas
$15K -$19.1K -117 -57%
CAL
1996
Capital Advisors Ltd
Ohio
$15K -$7.03K -43 -33%
ME
1997
McIlrath & Eck
Washington
$15K – – –
FA
1998
Fortis Advisors
Pennsylvania
$15K +$14.2K +87 New
NG
1999
NWK Group
California
$15K +$14.5K +89 New
GAM
2000
Guinness Asset Management
United Kingdom
$14K – – –
78 79
80
81 82