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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Tufton Capital Management
Maryland
$347K – – –
MEAC
2002
M.E. Allison & Co
Texas
$346K – – –
SFI
2003
SPC Financial Inc
Maryland
$346K +$70.8K +339 +24%
KA
2004
KLCM Advisors
Wisconsin
$346K -$42.6K -204 -10%
OHWA
2005
Oak Hill Wealth Advisors
Virginia
$344K – – –
CWM
2006
Circle Wealth Management
New Jersey
$344K +$166K +796 +85%
WAG
2007
Winthrop Advisory Group
Massachusetts
$344K +$627 +3 +0.2%
CFG
2008
Carr Financial Group
Massachusetts
$343K +$1.46K +7 +0.4%
CAM
2009
Concorde Asset Management
Michigan
$342K +$360K +1,721 New
MAM
2010
McLean Asset Management
Virginia
$342K -$22.6K -108 -6%
SIM
2011
Sentry Investment Management
Wisconsin
$340K -$95.9K -459 -21%
BAM
2012
Blueshift Asset Management
New Jersey
$340K +$357K +1,711 New
ACM
2013
Adalta Capital Management
New York
$339K – – –
APW
2014
Acima Private Wealth
Virginia
$339K – – –
FGWP
2015
Founders Grove Wealth Partners
Virginia
$338K +$94.2K +451 +36%
MCP
2016
Mirador Capital Partners
California
$337K +$37K +177 +12%
GGI
2017
Godsey & Gibb Inc
Virginia
$337K -$6.06K -29 -2%
RFP
2018
Root Financial Partners
California
$336K +$136K +650 +62%
NRW
2019
Nova R Wealth
Kansas
$335K +$10.4K +50 +3%
DCBT
2020
Dakota Community Bank & Trust
North Dakota
$335K +$8.36K +40 +2%
PIP
2021
Peachtree Investment Partners
Florida
$335K -$209 -1 -0.1%
SIAG
2022
Safeguard Investment Advisory Group
California
$335K -$34.5K -165 -9%
PIM
2023
Plato Investment Management
Australia
$333K – – –
SIC
2024
Sigma Investment Counselors
Michigan
$332K -$47.8K -229 -12%
CIG
2025
Cullen Investment Group
Louisiana
$332K -$61.2K -293 -15%
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