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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2001
PEAK6 Investments
Illinois
$177K -$15M -82,518 -99%
RA
2002
Reby Advisors
Connecticut
$177K +$160K +883 New
TAIM
2003
TD Ameritrade Investment Management
Nebraska
$176K +$83.6K +460 +110%
HCM
2004
Highlander Capital Management
New Jersey
$174K – – –
DAC
2005
Dividend Assets Capital
South Carolina
$173K +$156K +860 New
AA
2006
Addison Advisors
Vermont
$172K +$156K +856 New
TF
2007
TimeScale Financial
Massachusetts
$171K +$727 +4 +0.5%
GAM
2008
Gemmer Asset Management
California
$166K – – –
APWA
2009
Atlas Private Wealth Advisors
New Jersey
$165K -$2.91K -16 -2%
AWM
2010
AllSquare Wealth Management
New York
$163K -$10.4K -57 -7%
SWA
2011
SOA Wealth Advisors
New York
$162K +$155K +854 New
ARMC
2012
American Research & Management Company
Massachusetts
$161K – – –
LJHT
2013
Laurie J. Hall Trustee
$160K – – –
EFSCE
2014
Enterprise Financial Services Corp (EFSC)
Missouri
$152K -$51.4K -283 -27%
PWMG
2015
Prestige Wealth Management Group
New Jersey
$147K -$2.36K -13 -2%
MA
2016
MCF Advisors
Kentucky
$147K – – –
CTB
2017
Country Trust Bank
Illinois
$145K – – –
CCC
2018
Crescent Capital Consulting
Louisiana
$145K +$132K +725 New
SWP
2019
ShoreHaven Wealth Partners
New Jersey
$143K +$130K +713 New
CYG
2020
Clean Yield Group
Vermont
$138K -$27.4K -151 -18%
GWS
2021
Glassman Wealth Services
Virginia
$131K -$2.54K -14 -2%
DWA
2022
Dougherty Wealth Advisers
Minnesota
$131K – – –
FNBOSM
2023
First National Bank of South Miami
Florida
$129K +$1.27K +7 +1%
ST
2024
Sageworth Trust
Pennsylvania
$128K +$49.4K +272 +75%
OPW
2025
Oxler Private Wealth
New York
$127K +$116K +637 New
79 80
81
82 83