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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2001
Foundry Partners
Minnesota
$206K +$220K +1,031 New
NRI
2002
NFP Retirement Inc
California
$205K +$219K +1,027 New
NF
2003
Nikulski Financial
Iowa
$205K – – –
KFGK
2004
Keystone Financial Group (Kentucky)
Kentucky
$205K +$213 +1 +0.1%
MSCM
2005
McElhenny Sheffield Capital Management
Texas
$205K +$219K +1,027 New
AI
2006
Atom Investors
Texas
$204K +$217K +1,020 New
EW
2007
Element Wealth
Mississippi
$203K -$1.71K -8 -0.8%
ACM
2008
Argyle Capital Management
Pennsylvania
$202K – – –
PI
2009
Pettee Investors
Connecticut
$202K – – –
APW
2010
Austin Private Wealth
Texas
$202K +$6.18K +29 +3%
PL
2011
Plancorp LLC
Missouri
$202K +$215K +1,010 New
DI
2012
DFPG Investments
Utah
$201K -$25.6K -120 -11%
IWA
2013
IVC Wealth Advisors
Pennsylvania
$201K -$16.8K -79 -7%
TWM
2014
Titus Wealth Management
California
$201K +$2.56K +12 +1%
CAM
2015
CenterStar Asset Management
Illinois
$200K – – –
SWA
2016
Sax Wealth Advisors
New Jersey
$200K – – –
FNBOSM
2017
First National Bank of South Miami
Florida
$197K +$67.8K +318 +47%
CPC
2018
Consolidated Planning Corp
Georgia
$195K – – –
SWA
2019
SOA Wealth Advisors
New York
$193K +$2.98K +14 +1%
IRAG
2020
Investment Research & Advisory Group
Georgia
$188K – – –
CC
2021
Corsicana & Co
Texas
$187K – – –
WFA
2022
West Financial Advisors
Iowa
$183K – – –
TC
2023
Tacita Capital
Ontario, Canada
$181K – – –
WWM
2024
Wolff Wiese Magana
California
$178K +$1.28K +6 +0.7%
CCC
2025
Crescent Capital Consulting
Louisiana
$177K +$426 +2 +0.2%
79 80
81
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