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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2001
Provenance Wealth Advisors
Florida
$30.9K -$30.1K -135 -49%
AIM
2002
Access Investment Management
Georgia
$30.8K -$46.4K -208 -60%
SVWA
2003
Sarver Vrooman Wealth Advisors
Missouri
$30.5K -$30.8K -138 -50%
EF
2004
Entrust Financial
Pennsylvania
$30.5K -$30.3K -136 -50%
BIA
2005
Bell Investment Advisors
California
$30.2K -$32.6K -146 -52%
MPW
2006
MASECO Private Wealth
$30.2K -$27K -121 -47%
SWA
2007
Strategic Wealth Advisors
Arizona
$29K +$7.36K +33 +28%
MAM
2008
Meeder Asset Management
Ohio
$28.9K -$19K -85 -40%
HCM
2009
Hollencrest Capital Management
California
$28.7K -$39.3K -176 -58%
CTWM
2010
Cherry Tree Wealth Management
Minnesota
$28.2K -$28.3K -127 -50%
UIA
2011
Ulland Investment Advisors
Minnesota
$28K -$28.3K -127 -50%
HIMS
2012
Hager Investment Management Services
New Hampshire
$28K -$27.9K -125 -50%
EWM
2013
Evolution Wealth Management
Florida
$27.7K -$6.47K -29 -19%
SNBOSD
2014
Security National Bank of So Dak
Iowa
$27.4K -$209K -938 -88%
FPF
2015
First Pacific Financial
Washington
$27K -$27K -121 -50%
BW
2016
Basepoint Wealth
Iowa
$26.9K -$27.7K -124 -51%
SEP
2017
Signature Equity Partners
Ohio
$26.4K -$45.1K -202 -63%
SIC
2018
SJS Investment Consulting
Ohio
$26.3K -$25.9K -116 -50%
BAM
2019
Byrne Asset Management
New Jersey
$26K -$27.4K -123 -51%
MAM
2020
Marquette Asset Management
Minnesota
$25.9K -$32.6K -146 -56%
BIM
2021
Breakwater Investment Management
Washington
$25.5K -$25.4K -114 -50%
EP
2022
Evelyn Partners
$25.5K +$25.4K +114 New
FDW
2023
Fourth Dimension Wealth
Ohio
$24.7K +$24.8K +111 New
SFAM
2024
Sawyer Falduto Asset Management
Illinois
$24.1K -$23.9K -107 -50%
NECFA
2025
New England Capital Financial Advisors
Connecticut
$23.6K -$23.6K -106 -50%
79 80
81
82 83