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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
2001
D. Scott Neal
Kentucky
$237K – – –
WI
2002
Wedgewood Investors
Pennsylvania
$236K – – –
TAM
2003
Taurus Asset Management
New York
$236K – – –
AIA
2004
AIMZ Investment Advisors
California
$235K – – –
CIA
2005
CCM Investment Advisers
South Carolina
$235K -$19.6K -107 -7%
JSAM
2006
J. Safra Asset Management
New York
$234K – – –
CWG
2007
Crown Wealth Group
North Carolina
$234K +$43.5K +238 +22%
TI
2008
Truepoint Inc
Ohio
$234K +$245K +1,341 New
VAM
2009
Verity Asset Management
North Carolina
$233K -$23.6K -129 -9%
DCBT
2010
Dakota Community Bank & Trust
North Dakota
$232K -$2.56K -14 -1%
EFSCE
2011
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$2.01K +11 +0.8%
CFO
2012
CVA Family Office
Colorado
$232K -$59.5K -325 -20%
IIM
2013
InTrack Investment Management
Vermont
$232K +$243K +1,330 New
OCPWS
2014
One Charles Private Wealth Services
Massachusetts
$231K -$7.87K -43 -3%
MYLI
2015
Meiji Yasuda Life Insurance
Japan
$231K -$169K -923 -41%
RAM
2016
Riggs Asset Management
Pennsylvania
$231K -$366 -2 -0.2%
ST
2017
Somerset Trust
Pennsylvania
$231K +$1.83K +10 +0.8%
SCM
2018
Stonebridge Capital Management
California
$231K -$194K -1,061 -44%
OCM
2019
One Capital Management
California
$231K -$80K -437 -25%
AC
2020
Addison Capital
Pennsylvania
$230K – – –
PHAM
2021
Palisades Hudson Asset Management
Florida
$230K – – –
AWM
2022
Atticus Wealth Management
Florida
$230K – – –
KFS
2023
Kaizen Financial Strategies
California
$230K -$4.21K -23 -2%
HCP
2024
Hexagon Capital Partners
Arkansas
$229K +$8.78K +48 +4%
EIA
2025
Edgemoor Investment Advisors
Maryland
$229K -$549 -3 -0.2%
79 80
81
82 83