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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2001
Wedgewood Investors
Pennsylvania
$265K +$14.9K +80 +6%
MCA
2002
Magnolia Capital Advisors
Mississippi
$265K – – –
TAM
2003
Taurus Asset Management
New York
$265K – – –
SFP
2004
Sandbox Financial Partners
Maryland
$264K -$929 -5 -0.4%
KFS
2005
Kaizen Financial Strategies
California
$264K +$929 +5 +0.4%
DCBT
2006
Dakota Community Bank & Trust
North Dakota
$264K +$557 +3 +0.2%
AIA
2007
AIMZ Investment Advisors
California
$264K – – –
JSAM
2008
J. Safra Asset Management
New York
$263K – – –
4WM
2009
44 Wealth Management
Oregon
$263K -$2.23K -12 -0.9%
RCG
2010
Rock Creek Group
District of Columbia
$263K +$7.06K +38 +3%
GLLW
2011
Graves Light Lenhart Wealth
Virginia
$262K +$249K +1,342 New
CWP
2012
Concord Wealth Partners
Virginia
$261K -$19.9K -107 -7%
RAM
2013
Riggs Asset Management
Pennsylvania
$260K – – –
HVP
2014
Hudson Value Partners
Florida
$259K +$246K +1,326 New
PHAM
2015
Palisades Hudson Asset Management
Florida
$259K – – –
CWS
2016
Confluence Wealth Services
Pennsylvania
$259K -$19.5K -105 -7%
EFSCE
2017
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$3.16K -17 -1%
AFP
2018
Ausdal Financial Partners
Iowa
$259K +$3.71K +20 +2%
GAM
2019
Gould Asset Management
California
$258K -$9.84K -53 -4%
AC
2020
Addison Capital
Pennsylvania
$258K – – –
AWM
2021
Atticus Wealth Management
Florida
$258K – – –
EIA
2022
Edgemoor Investment Advisors
Maryland
$258K – – –
ST
2023
Somerset Trust
Pennsylvania
$258K -$26.9K -145 -10%
SWG
2024
Summit Wealth Group
Vermont
$257K +$243K +1,309 +26,180%
WW
2025
Waterfront Wealth
Kansas
$257K -$1.49K -8 -0.6%
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81
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