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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2026
Berkeley Capital Partners
Georgia
$249K -$20.8K -103 -8%
SIC
2027
Shoker Investment Counsel
Ohio
$249K +$1.21K +6 +0.5%
TC
2028
Trust Company
Kansas
$248K – – –
HFS
2029
Howard Financial Services
Texas
$248K +$13.5K +67 +6%
TAM
2030
Trillium Asset Management
Massachusetts
$247K -$236K -1,167 -48%
XT
2031
XTX Topco
Cayman Islands
$247K +$253K +1,255 New
BMC
2032
Benin Management Corp
Connecticut
$246K – – –
SCA
2033
STALEY CAPITAL ADVISERS
Pennsylvania
$246K – – –
VCM
2034
Vigilant Capital Management
Maine
$245K – – –
IAG
2035
Investment Advisory Group
Massachusetts
$244K +$273K +1,351 New
DWP
2036
Destiny Wealth Partners
Florida
$243K -$19.4K -96 -7%
MCM
2037
Mengis Capital Management
Oregon
$243K – – –
TIM
2038
Thompson Investment Management
Wisconsin
$243K – – –
FMP
2039
Financial Management Professionals
Texas
$242K -$16.8K -83 -6%
CIM
2040
Confluence Investment Management
Missouri
$242K -$4.24K -21 -2%
SHFA
2041
SC&H Financial Advisors
Maryland
$242K +$249K +1,231 New
IC
2042
Intersect Capital
California
$241K -$422K -2,090 -63%
SAM
2043
SignalPoint Asset Management
Missouri
$241K +$12.3K +61 +5%
TFS
2044
TrustCore Financial Services
Tennessee
$240K -$26.9K -133 -10%
HWM
2045
Hemington Wealth Management
Virginia
$239K +$14.9K +74 +7%
HCP
2046
Hexagon Capital Partners
Arkansas
$239K +$21.4K +106 +10%
CA
2047
CGN Advisors
Kansas
$237K – – –
RWM
2048
RKL Wealth Management
Pennsylvania
$237K – – –
CFG
2049
Claremont Financial Group
California
$237K +$243K +1,204 New
EWA
2050
Encompass Wealth Advisors
Oregon
$236K – – –
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