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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1976
Cove Private Wealth
New York
$310K – – –
IHL
1977
Investment House LLC
California
$310K – – –
AA
1978
Alta Advisers
United Kingdom
$310K +$309K +1,592 New
SAM
1979
Shikiar Asset Management
New York
$310K -$45.2K -233 -13%
PWS
1980
Proactive Wealth Strategies
Georgia
$310K +$309K +1,592 New
BFG
1981
Beacon Financial Group
Texas
$310K +$2.71K +14 +0.9%
SWP
1982
Summit Wealth Partners
Florida
$309K -$8.34K -43 -3%
RWM
1983
RKL Wealth Management
Pennsylvania
$308K – – –
FG
1984
Foster Group
Iowa
$308K +$2.33K +12 +0.8%
RCG
1985
Regatta Capital Group
California
$307K – – –
JBA
1986
Johnson Bixby & Associates
Washington
$306K – – –
WF
1987
Warner Financial
Maryland
$306K – – –
OIA
1988
Optimum Investment Advisors
Illinois
$305K – – –
SAM
1989
Secure Asset Management
Michigan
$304K +$303K +1,562 New
FPB
1990
First PREMIER Bank
South Dakota
$304K -$64.8K -334 -18%
IC
1991
Iconiq Capital
California
$303K +$302K +1,558 New
MAWAG
1992
Mid-American Wealth Advisory Group
Missouri
$303K -$19.6K -101 -6%
FCAS
1993
First Command Advisory Services
Texas
$303K -$2.52K -13 -0.8%
TAM
1994
Titleist Asset Management
Texas
$303K -$46.5K -240 -13%
GTAM
1995
Global Trust Asset Management
Florida
$303K +$20.6K +106 +7%
KWM
1996
Kolinsky Wealth Management
New Jersey
$303K +$4.46K +23 +2%
SWA
1997
Sax Wealth Advisors
New Jersey
$302K -$15.3K -79 -5%
IIC
1998
Integrated Investment Consultants
Michigan
$301K +$300K +1,545 New
MJP
1999
Michael J. Puzo
$301K -$18.4K -95 -6%
BIP
2000
Blueprint Investment Partners
North Carolina
$300K -$132K -680 -31%
78 79
80
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