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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2001
Howard Financial Services
Texas
$266K +$251K +1,315 New
RW
2002
RVW Wealth
California
$266K +$251K +1,315 New
CWS
2003
Confluence Wealth Services
Pennsylvania
$264K – – –
WPA
2004
West Paces Advisors
Georgia
$264K +$6.5K +34 +3%
MYIA
2005
Mount Yale Investment Advisors
Colorado
$264K -$849K -4,445 -77%
IA
2006
Inspire Advisors
Idaho
$263K +$573 +3 +0.2%
WI
2007
Wedgewood Investors
Pennsylvania
$263K +$249K +1,303 New
MCWS
2008
McKinley Carter Wealth Services
West Virginia
$263K +$249K +1,303 New
DCBT
2009
Dakota Community Bank & Trust
North Dakota
$263K +$6.11K +32 +3%
CA
2010
CGN Advisors
Kansas
$263K +$249K +1,301 New
RIM
2011
Rockbridge Investment Management
New York
$263K -$9.55K -50 -4%
PA
2012
Planning Alternatives
Michigan
$261K – – –
WCM
2013
Wedge Capital Management
North Carolina
$260K – – –
GG
2014
GenWealth Group
New Jersey
$259K – – –
AFP
2015
Ausdal Financial Partners
Iowa
$259K +$245K +1,284 New
SG
2016
Somerset Group
Minnesota
$259K – – –
LCM
2017
LCM Capital Management
Illinois
$258K +$245K +1,280 New
BCP
2018
Berkeley Capital Partners
Georgia
$258K +$245K +1,280 New
FA
2019
Financial Advisors
Massachusetts
$258K – – –
HCA
2020
Heck Capital Advisors
Wisconsin
$258K +$4.58K +24 +2%
PIM
2021
Profit Investment Management
Maryland
$257K – – –
SOS
2022
Silver Oak Securities
Tennessee
$257K +$22.5K +118 +10%
LCM
2023
Laurion Capital Management
New York
$257K +$128K +668 +111%
WW
2024
Waterfront Wealth
Kansas
$257K +$3.82K +20 +2%
DJSG
2025
D.J. St. Germain
Massachusetts
$256K +$243K +1,272 +14%
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