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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1976
Flywheel Private Wealth
California
$361K – – –
GEA
1977
Glen Eagle Advisors
New Jersey
$360K +$124K +594 +49%
PL
1978
Perpetual Ltd
Australia
$359K -$105K -502 -22%
SA
1979
Sicart Associates
New York
$359K – – –
ZI
1980
ZEGA Investments
Florida
$359K -$1.36M -6,512 -78%
HPIA
1981
Hamilton Point Investment Advisors
North Carolina
$359K +$8.15K +39 +2%
WIM
1982
Waverton Investment Management
United Kingdom
$358K – – –
BFA
1983
Beacon Financial Advisory
Ohio
$358K +$118K +564 +46%
MWA
1984
Monograph Wealth Advisors
California
$357K – – –
COCM
1985
Charter Oak Capital Management
New Hampshire
$357K +$8.15K +39 +2%
SWP
1986
Summit Wealth Partners
Florida
$356K +$44.3K +212 +13%
SFG
1987
Sovereign Financial Group
Connecticut
$356K -$15.7K -75 -4%
CB
1988
Chris Bulman
California
$356K +$418 +2 +0.1%
AO
1989
Advisor OS
Illinois
$355K +$1.25K +6 +0.3%
TCB
1990
Texas Capital Bancshares
Texas
$355K -$274K -1,313 -42%
FCM
1991
Fourpath Capital Management
Oklahoma
$354K -$30.3K -145 -8%
SFG
1992
Shum Financial Group
California
$354K +$372K +1,782 New
SRC
1993
Shufro Rose & Co
New York
$352K – – –
FS
1994
Ferguson Shapiro
Georgia
$352K – – –
GFG
1995
Goldstone Financial Group
Illinois
$351K +$8.36K +40 +2%
AF
1996
Apollon Financial
South Carolina
$351K -$627 -3 -0.2%
VAM
1997
Verity Asset Management
North Carolina
$350K -$142K -681 -28%
FWA
1998
Flagship Wealth Advisors
Massachusetts
$349K +$55.4K +265 +18%
UWP
1999
Uniting Wealth Partners
Kansas
$349K +$368K +1,760 New
PFW
2000
Petros Family Wealth
Minnesota
$349K -$18K -86 -5%
78 79
80
81 82