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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Centerpoint Advisors
Massachusetts
$180K – – –
GLLW
2027
Graves Light Lenhart Wealth
Virginia
$177K -$3.23K -18 -2%
TCWM
2028
Total Clarity Wealth Management
Illinois
$176K +$193K +1,074 New
GKIM
2029
GW&K Investment Management
Massachusetts
$175K +$91.6K +510 +91%
PFGIA
2030
Patriot Financial Group Insurance Agency
Massachusetts
$174K -$80.1K -446 -30%
FPFS
2031
First Personal Financial Services
North Carolina
$174K +$7.18K +40 +4%
NIMI
2032
Natixis Investment Managers International
France
$174K +$32.1K +179 +20%
WA
2033
WestEnd Advisors
North Carolina
$173K +$190K +1,059 New
MWM
2034
Mascoma Wealth Management
New Hampshire
$172K -$14.9K -83 -7%
ST
2035
Sageworth Trust
Pennsylvania
$170K +$186K +1,036 New
AA
2036
AlphaMark Advisors
Kentucky
$169K – – –
RTC
2037
Riverview Trust Company
Washington
$169K +$66.4K +370 +56%
AA
2038
Addison Advisors
Vermont
$167K -$12.7K -71 -6%
HS
2039
Horan Securities
United States
$162K – – –
DWP
2040
Destiny Wealth Partners
Florida
$161K -$1.62K -9 -0.9%
CWM
2041
Curi Wealth Management
North Carolina
$158K +$9.34K +52 +6%
CC
2042
Corsicana & Co
Texas
$153K – – –
WFA
2043
West Financial Advisors
Iowa
$150K – – –
TC
2044
Tacita Capital
Ontario, Canada
$148K – – –
GWS
2045
Glassman Wealth Services
Virginia
$146K -$62.3K -347 -28%
FCB
2046
First Command Bank
Texas
$146K -$7.72K -43 -5%
FCFS
2047
First Command Financial Services
Texas
$146K -$7.72K -43 -5%
SWA
2048
SOA Wealth Advisors
New York
$146K – – –
AWM
2049
AllSquare Wealth Management
New York
$146K +$14.2K +79 +10%
TF
2050
TimeScale Financial
Massachusetts
$143K -$8.62K -48 -5%
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