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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1976
Tilia Fiduciary Partners
North Carolina
$401K -$1.83K -8 -0.4%
EP
1977
Essential Planning
New Hampshire
$400K – – –
SMH
1978
Sanders Morris Harris
Texas
$400K +$404K +1,768 New
SFB
1979
STAR Financial Bank
Indiana
$399K -$55.3K -242 -12%
PA
1980
Planning Alternatives
Michigan
$399K +$66.3K +290 +20%
TFGT
1981
TS Financial Group (TSFG)
Illinois
$399K +$229 +1 +0.1%
TBWA
1982
Three Bridge Wealth Advisors
California
$399K +$103K +450 +34%
IAAG
1983
Innovative Asset Advisors Group
Connecticut
$399K +$403K +1,764 New
OL
1984
OneFund LLC
Florida
$398K -$24.7K -108 -6%
SSA
1985
Shepherd Street Advisors
California
$397K -$24K -105 -6%
CA
1986
CGN Advisors
Kansas
$396K +$2.06K +9 +0.5%
NG
1987
Northstar Group
New York
$396K -$11.4K -50 -3%
ECM
1988
Elgethun Capital Management
South Dakota
$396K – – –
OL
1989
one8zero8 LLC
North Carolina
$396K – – –
BWM
1990
BKM Wealth Management
Wisconsin
$396K -$9.37K -41 -2%
SWM
1991
Segment Wealth Management
Texas
$395K +$5.94K +26 +2%
PWA
1992
Portus Wealth Advisors
North Carolina
$394K – – –
AAIM
1993
Asset Advisors Investment Management
Georgia
$394K – – –
FGWP
1994
Founders Grove Wealth Partners
Virginia
$394K -$229 -1 -0.1%
MKC
1995
M. Kraus & Co
Vermont
$393K – – –
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
$393K -$34.5K -151 -8%
IWMO
1997
Integrated Wealth Management (Ohio)
Ohio
$392K -$40.9K -179 -9%
SS
1998
SBI Securities
Japan
$391K +$23.3K +102 +6%
TC
1999
TAGStone Capital
North Carolina
$390K +$394K +1,725 New
NLP
2000
Next Level Private
New York
$390K +$394K +1,724 New
78 79
80
81 82