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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2001
GenWealth Group
New Jersey
$235K – – –
SG
2002
Somerset Group
Minnesota
$235K – – –
SSCA
2003
South Shore Capital Advisors
Massachusetts
$235K +$237K +1,282 New
FFG
2004
Frisch Financial Group
New York
$233K -$38.5K -208 -14%
WW
2005
Waterfront Wealth
Kansas
$233K -$18.3K -99 -7%
PIM
2006
Profit Investment Management
Maryland
$233K – – –
SIC
2007
Shoker Investment Counsel
Ohio
$233K +$740 +4 +0.3%
VFP
2008
Verus Financial Partners
Virginia
$231K -$86.6K -468 -27%
LAM
2009
L2 Asset Management
Massachusetts
$231K +$37.4K +202 +19%
GAM
2010
Gould Asset Management
California
$231K +$233K +1,257 New
WAG
2011
Winthrop Advisory Group
Massachusetts
$231K +$233K +1,257 New
SCA
2012
STALEY CAPITAL ADVISERS
Pennsylvania
$229K – – –
IC
2013
Intersect Capital
California
$229K +$4.81K +26 +2%
HWM
2014
Hemington Wealth Management
Virginia
$229K +$10.7K +58 +5%
CST
2015
Charles Schwab Trust
Nevada
$227K -$72.5K -392 -24%
LNWTC
2016
Laird Norton Wetherby Trust Company
Washington
$227K -$40.7K -220 -15%
MCM
2017
Mengis Capital Management
Oregon
$227K – – –
FMP
2018
Financial Management Professionals
Texas
$227K +$1.29K +7 +0.6%
GWS
2019
Glassman Wealth Services
Virginia
$227K +$28.1K +152 +14%
CMI
2020
Clare Market Investments
Texas
$226K -$66.3K -358 -22%
BHIA
2021
Birch Hill Investment Advisors
Massachusetts
$226K -$143K -775 -39%
JWBC
2022
J.W. Burns & Co
New York
$226K -$13.7K -74 -6%
CWM
2023
Concentric Wealth Management
California
$226K -$7.22K -39 -3%
TIM
2024
Thompson Investment Management
Wisconsin
$226K -$1.11K -6 -0.5%
CIM
2025
Confluence Investment Management
Missouri
$226K – – –
79 80
81
82 83