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Honeywell

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
1976
American Money Management
California
$248K – – –
IAG
1977
Investment Advisory Group
Massachusetts
$248K +$185 +1 +0.1%
TFS
1978
TrustCore Financial Services
Tennessee
$248K +$24.6K +133 +11%
MCA
1979
MSH Capital Advisors
Arizona
$247K +$51.4K +278 +26%
HWM
1980
HFR Wealth Management
New York
$247K -$7.03K -38 -3%
BFG
1981
Barber Financial Group
Kansas
$246K -$4.26K -23 -2%
FP
1982
Foundry Partners
Minnesota
$245K – – –
HWA
1983
HHM Wealth Advisors
Tennessee
$244K -$80.5K -435 -25%
RAM
1984
Riggs Asset Management
Pennsylvania
$244K +$3.52K +19 +1%
FA
1985
Financial Advisors
Massachusetts
$244K +$10.5K +57 +4%
GFP
1986
Guardian Financial Partners
California
$244K +$10.5K +57 +4%
SAM
1987
SignalPoint Asset Management
Missouri
$244K +$18.7K +101 +8%
PCMK
1988
Paragon Capital Management (Kansas)
Kansas
$244K +$247K +1,332 New
BC
1989
Burleson & Co
California
$243K +$185 +1 +0.1%
BCM
1990
Buckhead Capital Management
Georgia
$242K – – –
HAC
1991
Harbor Advisory Corp
New Hampshire
$242K – – –
ZB
1992
Zions Bancorporation
Utah
$242K +$44.4K +240 +22%
EIA
1993
Edgemoor Investment Advisors
Maryland
$241K +$32.4K +175 +15%
NIM
1994
NuWave Investment Management
New Jersey
$240K -$253K -1,369 -51%
DHGWA
1995
Dixon Hughes Goodman Wealth Advisors
North Carolina
$240K +$116K +629 +93%
Wedge Capital Management
1996
Wedge Capital Management
North Carolina
$238K -$10.9K -59 -4%
LA
1997
Lifeworks Advisors
Michigan
$238K +$39.2K +212 +19%
NAS
1998
Nicolet Advisory Services
Wisconsin
$238K +$56.1K +303 +30%
SWA
1999
Sutton Wealth Advisors
Florida
$238K -$185 -1 -0.1%
Obermeyer Wealth Partners
2000
Obermeyer Wealth Partners
Colorado
$237K – – –