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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Sugarloaf Wealth Management
Georgia
$14K +$14.4K +88 New
SSWG
2002
Seven Springs Wealth Group
Tennessee
$13K +$13.1K +80 New
SL
2003
Salomon & Ludwin
Virginia
$12K – – –
FGAM
2004
Financial Gravity Asset Management
Texas
$11K -$6.38K -39 -38%
FCM
2005
Firestone Capital Management
Florida
$11K +$10.5K +64 New
AIS
2006
Accurate Investment Solutions
Pennsylvania
$11K +$11K +67 New
HWM
2007
HighMark Wealth Management
Minnesota
$11K +$11.4K +70 New
MCM
2008
McMillion Capital Management
North Carolina
$10K -$21.1K -129 -68%
CMBA
2009
C.M. Bidwell & Associates
Hawaii
$9K -$589K -3,602 -99%
WCM
2010
Wealthcare Capital Management
Virginia
$9K +$8.66K +53 New
LGWM
2011
Litman Gregory Wealth Management
California
$8K -$13.7K -84 -63%
APC
2012
Aspire Private Capital
North Carolina
$7K – – –
CFN
2013
Cordasco Financial Network
Florida
$7K – – –
DTIM
2014
Danda Trouve Investment Management
Kansas
$7K +$6.87K +42 New
GC
2015
Globeflex Capital
California
$6K – – –
CA
2016
CXI Advisors
Indiana
$6K +$5.72K +35 New
LFG
2017
Larson Financial Group
Missouri
$5K -$56.6K -346 -92%
HIM
2018
Hillsdale Investment Management
Ontario, Canada
$4K -$55.4K -339 -93%
GSC
2019
G&S Capital
Colorado
$4K – – –
JPLA
2020
Joseph P. Lucia & Associates
New York
$4K – – –
TCM
2021
TD Capital Management
Tennessee
$4K – – –
DI
2022
Disciplined Investments
Oklahoma
$4K +$4.41K +27 New
OAJ
2023
Ogorek Anthony Joseph
New York
$3K – – –
PG
2024
Proffitt & Goodson
Tennessee
$3K – – –
IWP
2025
IAG Wealth Partners
Wisconsin
$3K +$2.45K +15 New
79 80
81
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