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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1976
United Community Bank
South Carolina
$358K -$38.7K -198 -10%
CCA
1977
Carrera Capital Advisors
Michigan
$358K -$17.6K -90 -5%
KFA
1978
Kelleher Financial Advisors
New York
$355K -$11K -56 -3%
CW
1979
Channel Wealth
California
$354K -$21.7K -111 -6%
SWM
1980
SilverOak Wealth Management
Minnesota
$354K -$21.7K -111 -6%
EPIMS
1981
Evelyn Partners Investment Management Services
$354K -$628K -3,210 -64%
TC
1982
Trust Company
Kansas
$352K -$5.67K -29 -2%
NG
1983
Northstar Group
New York
$352K -$21.5K -110 -6%
CBTWT
1984
Community Bank & Trust (Waco, Texas)
Texas
$351K -$23.1K -118 -6%
ALA
1985
Atlas Legacy Advisors
California
$351K -$17K -87 -5%
KCPG
1986
Kavar Capital Partners Group
Kansas
$350K -$19.6K -100 -5%
BWM
1987
BKM Wealth Management
Wisconsin
$349K -$19.8K -101 -5%
BBPWM
1988
Blue Bell Private Wealth Management
Pennsylvania
$349K -$23.5K -120 -6%
DWM
1989
Drive Wealth Management
Utah
$348K -$25.4K -130 -7%
SPW
1990
Signet Private Wealth
Illinois
$348K +$349K +1,782 New
TFP
1991
Tilia Fiduciary Partners
North Carolina
$348K -$23.5K -120 -6%
SCM
1992
Spring Capital Management
Texas
$347K -$21.3K -109 -6%
CIM
1993
Capital Investment Management
Missouri
$346K +$347K +1,773 New
TWM
1994
Thrive Wealth Management
Pennsylvania
$346K -$44K -225 -11%
GWA
1995
Gratus Wealth Advisors
Virginia
$345K -$61.8K -316 -15%
EP
1996
Essential Planning
New Hampshire
$345K -$21.1K -108 -6%
TFGT
1997
TS Financial Group (TSFG)
Illinois
$344K -$20.9K -107 -6%
CPA
1998
Capital Planning Advisors
California
$342K +$90.2K +461 +36%
DI
1999
Diligent Investors
California
$342K -$20.7K -106 -6%
BFA
2000
Beacon Financial Advisory
Ohio
$342K -$9.78K -50 -3%
78 79
80
81 82