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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2001
Pacific Sage Partners
Washington
$388K -$5.48K -24 -1%
FBT
2002
First Bank & Trust
South Dakota
$388K -$8K -35 -2%
DI
2003
Diligent Investors
California
$388K -$8.46K -37 -2%
CCA
2004
Carrera Capital Advisors
Michigan
$388K -$26.7K -117 -6%
FMLI
2005
Fukoku Mutual Life Insurance
Japan
$388K – – –
MWM
2006
Mindset Wealth Management
Indiana
$387K -$67.9K -297 -15%
SA
2007
Sicart Associates
New York
$386K – – –
FS
2008
Ferguson Shapiro
Georgia
$384K +$6.17K +27 +2%
NRG
2009
Nemes Rush Group
Michigan
$384K +$19.2K +84 +5%
FFA
2010
Fi3 Financial Advisors
Indiana
$384K +$388K +1,697 New
OFG
2011
Oxford Financial Group
Indiana
$383K -$76.5K -335 -17%
MWA
2012
Monograph Wealth Advisors
California
$383K – – –
GFG
2013
Goldstone Financial Group
Illinois
$383K +$2.97K +13 +0.8%
RF
2014
Rossby Financial
Florida
$380K +$100K +439 +36%
TWM
2015
Trueblood Wealth Management
Ohio
$378K +$1.37K +6 +0.4%
FWI
2016
Facet Wealth Inc
Maryland
$378K +$75.6K +331 +25%
ZI
2017
ZEGA Investments
Florida
$378K -$2.06K -9 -0.5%
EC
2018
EntryPoint Capital
New York
$375K -$953K -4,171 -72%
CFG
2019
Carr Financial Group
Massachusetts
$375K +$2.51K +11 +0.7%
AOWM
2020
Asset One Wealth Management
Washington
$374K +$115K +505 +43%
LIA
2021
LBMC Investment Advisors
Tennessee
$374K – – –
CFO
2022
CVA Family Office
Colorado
$374K +$94.6K +414 +33%
SDAM
2023
Shulman DeMeo Asset Management
New York
$373K -$3.66K -16 -1%
RFM
2024
Royal Fund Management
Florida
$372K +$1.14K +5 +0.3%
AB
2025
Atlas Brown
Kentucky
$372K +$44.6K +195 +13%
79 80
81
82 83