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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
2001
TD Ameritrade Investment Management
Nebraska
$206K -$30.2K -168 -12%
SOS
2002
Silver Oak Securities
Tennessee
$206K +$10.2K +57 +5%
LCM
2003
LCM Capital Management
Illinois
$206K +$10.4K +58 +5%
ZIC
2004
ZWJ Investment Counsel
Georgia
$206K +$226K +1,257 New
BWM
2005
Birchcreek Wealth Management
Ohio
$206K +$226K +1,260 New
SIC
2006
Shoker Investment Counsel
Ohio
$205K -$3.05K -17 -1%
SCA
2007
STALEY CAPITAL ADVISERS
Pennsylvania
$205K – – –
PL
2008
Parthenon LLC
Kentucky
$205K +$14.5K +81 +7%
LFG
2009
Larson Financial Group
Missouri
$205K +$30.7K +171 +16%
TWM
2010
Titus Wealth Management
California
$205K +$225K +1,253 New
MWAM
2011
Manhattan West Asset Management
California
$204K -$77.6K -432 -26%
FFG
2012
Frisch Financial Group
New York
$202K -$7.54K -42 -3%
CIM
2013
Confluence Investment Management
Missouri
$202K – – –
TIM
2014
Thompson Investment Management
Wisconsin
$202K – – –
RCG
2015
Rock Creek Group
District of Columbia
$202K +$38.2K +213 +21%
SPF
2016
Steven Patrick Farmer
$202K +$221K +1,231 New
HCA
2017
Heck Capital Advisors
Wisconsin
$201K -$27.1K -151 -11%
JWBC
2018
J.W. Burns & Co
New York
$201K -$180 -1 -0.1%
TC
2019
Trust Company
Kansas
$199K – – –
NC
2020
NewSquare Capital
Pennsylvania
$194K – – –
HFS
2021
Heritage Financial Services
Massachusetts
$192K +$4.31K +24 +2%
ZB
2022
Zions Bancorporation
Utah
$186K -$33K -184 -14%
JSAM
2023
J. Safra Asset Management
New York
$186K – – –
CCA
2024
Column Capital Advisors
Indiana
$185K – – –
HFM
2025
Harvest Fund Management
China
$184K +$192K +1,070 +1,981%
79 80
81
82 83