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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
1976
Highland Capital Management (Tennessee)
Tennessee
$297K – – –
PWM
1977
Palumbo Wealth Management
New York
$297K +$377 +2 +0.1%
CIS
1978
Custom Index Systems
New York
$297K +$289K +1,534 New
PHIC
1979
Pine Haven Investment Counsel
Massachusetts
$297K – – –
AWM
1980
Aberdeen Wealth Management
Illinois
$296K – – –
AGP
1981
Autumn Glory Partners
Texas
$296K – – –
RWA
1982
Redhawk Wealth Advisors
Minnesota
$295K -$10.9K -58 -4%
CWM
1983
Circle Wealth Management
New Jersey
$295K +$188 +1 +0.1%
RWP
1984
Revolve Wealth Partners
New Jersey
$295K -$4.71K -25 -2%
IIA
1985
ICW Investment Advisors
Arizona
$294K +$377 +2 +0.1%
SWP
1986
Summit Wealth Partners
Florida
$294K – – –
GI
1987
Gradient Investments
Minnesota
$294K -$342K -1,819 -54%
MF
1988
Montis Financial
Massachusetts
$294K – – –
AO
1989
Advisor OS
Illinois
$294K +$13.6K +72 +5%
CG
1990
Clifford Group
Massachusetts
$294K – – –
AGWCA
1991
Annis Gardner Whiting Capital Advisors
Florida
$294K +$9.79K +52 +4%
BCP
1992
Blue Chip Partners
Michigan
$292K +$1.7K +9 +0.6%
AFP
1993
Ausdal Financial Partners
Iowa
$292K +$23.3K +124 +9%
RB
1994
Renasant Bank
Mississippi
$291K -$99.6K -529 -26%
GSIS
1995
Global Strategic Investment Solutions
Arizona
$290K -$13.2K -70 -4%
MJRIC
1996
Mogy Joel R Investment Counsel
California
$290K +$82.5K +438 +41%
DCBT
1997
Dakota Community Bank & Trust
North Dakota
$289K +$16.8K +89 +6%
CCIA
1998
Cherry Creek Investment Advisors
Colorado
$288K -$44.6K -237 -14%
LOPW
1999
Live Oak Private Wealth
North Carolina
$288K -$37.3K -198 -12%
BTWM
2000
Baker Tilly Wealth Management
Wisconsin
$288K -$148K -787 -35%
78 79
80
81 82