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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
2001
New Jersey Better Educational Savings Trust
New Jersey
$248K – – –
PAM
2002
Private Asset Management
California
$248K -$12K -64 -4%
MSWM
2003
McGlone Suttner Wealth Management
Wisconsin
$248K -$14.7K -78 -5%
GAM
2004
Gould Asset Management
California
$247K – – –
OCPWS
2005
One Charles Private Wealth Services
Massachusetts
$247K – – –
AP
2006
Atwood & Palmer
Missouri
$247K – – –
DSN
2007
D. Scott Neal
Kentucky
$246K – – –
OCM
2008
Orion Capital Management
California
$245K -$91.9K -489 -26%
4WM
2009
44 Wealth Management
Oregon
$244K -$2.63K -14 -1%
SFP
2010
Sandbox Financial Partners
Maryland
$244K +$2.82K +15 +1%
MCA
2011
Magnolia Capital Advisors
Mississippi
$244K +$3.2K +17 +1%
CWM
2012
Cahaba Wealth Management
Georgia
$244K – – –
TAM
2013
Taurus Asset Management
New York
$244K – – –
AIA
2014
AIMZ Investment Advisors
California
$243K -$10.2K -54 -4%
DCBT
2015
Dakota Community Bank & Trust
North Dakota
$243K +$7.9K +42 +3%
JSAM
2016
J. Safra Asset Management
New York
$243K +$253K +1,346 New
DU
2017
Delphia (USA)
Ontario, Canada
$242K -$100K -533 -28%
GA
2018
Geller Advisors
New York
$242K -$70.5K -375 -22%
EFSCE
2019
Enterprise Financial Services Corp (EFSC)
Missouri
$241K -$3.01K -16 -1%
KFS
2020
Kaizen Financial Strategies
California
$241K -$15.6K -83 -6%
CAM
2021
Chesapeake Asset Management
New York
$240K +$250K +1,332 New
RAM
2022
Riggs Asset Management
Pennsylvania
$239K – – –
WPA
2023
West Paces Advisors
Georgia
$239K +$3.57K +19 +1%
PHAM
2024
Palisades Hudson Asset Management
Florida
$239K – – –
HCA
2025
Heck Capital Advisors
Wisconsin
$239K +$9.21K +49 +4%
79 80
81
82 83