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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2001
Woodstock Corp
Massachusetts
$382K – – –
4A
2002
4Wealth Advisors
Illinois
$382K +$374K +1,792 New
CCIA
2003
Cherry Creek Investment Advisors
Colorado
$381K +$2.71K +13 +0.7%
BFIM
2004
Beese Fulmer Investment Management
Ohio
$381K – – –
TIM
2005
Tevis Investment Management
Texas
$380K +$373K +1,787 New
IAMOG
2006
Investors Asset Management of Georgia
Georgia
$379K -$30.4K -146 -8%
GFG
2007
Goldstone Financial Group
Illinois
$379K -$111K -532 -23%
GFM
2008
GEN Financial Management
Minnesota
$378K +$370K +1,774 New
FS
2009
Ferguson Shapiro
Georgia
$378K – – –
AGWCA
2010
Annis Gardner Whiting Capital Advisors
Florida
$377K +$14.8K +71 +4%
APW
2011
Aurora Private Wealth
New Jersey
$377K -$11.1K -53 -3%
TFA
2012
Transamerica Financial Advisors
Florida
$377K -$9.8K -47 -3%
BFO
2013
Biltmore Family Office
North Carolina
$377K – – –
EWM
2014
Elevatus Welath Management
New York
$377K +$116K +558 +46%
CWC
2015
Carolinas Wealth Consulting
North Carolina
$377K -$100K -480 -21%
KWM
2016
Kolinsky Wealth Management
New Jersey
$376K +$44.8K +215 +14%
SRC
2017
Shufro Rose & Co
New York
$376K -$13.6K -65 -4%
HPIA
2018
Hamilton Point Investment Advisors
North Carolina
$376K – – –
CPSAC
2019
Chas P. Smith & Associates (CPS)
Florida
$375K +$1.25K +6 +0.3%
CIC
2020
Chilton Investment Company
Connecticut
$375K – – –
TC
2021
Trust Company
Kansas
$375K +$144K +690 +65%
SPL
2022
Smart Portfolios LLC
Washington
$374K -$11.1K -53 -3%
MAM
2023
Marotta Asset Management
Virginia
$374K – – –
TCM
2024
Tufton Capital Management
Maryland
$373K -$16.5K -79 -4%
CTA
2025
Colonial Trust Advisors
South Carolina
$372K +$4.38K +21 +1%
79 80
81
82 83