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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2026
Gateway Wealth Partners
Wisconsin
$256K +$242K +1,267 New
PCI
2027
Planning Center Inc
Illinois
$255K +$241K +1,262 New
IAG
2028
Investment Advisory Group
Massachusetts
$255K +$241K +1,260 New
JSW
2029
Journey Strategic Wealth
New Jersey
$254K +$240K +1,257 New
CTA
2030
Colonial Trust Advisors
South Carolina
$254K – – –
SIC
2031
Shoker Investment Counsel
Ohio
$254K +$240K +1,256 New
KCFA
2032
Key Client Fiduciary Advisors
New Jersey
$254K +$240K +1,255 New
PL
2033
Parthenon LLC
Kentucky
$253K +$240K +1,254 New
HA
2034
HFG Advisors
Ohio
$253K +$239K +1,252 New
AWM
2035
Angeles Wealth Management
California
$252K +$238K +1,248 New
SCA
2036
STALEY CAPITAL ADVISERS
Pennsylvania
$252K -$18.5K -97 -7%
FFG
2037
Frisch Financial Group
New York
$251K +$237K +1,242 New
SP
2038
Saranac Partners
$251K +$237K +1,241 New
CIM
2039
Confluence Investment Management
Missouri
$250K +$236K +1,237 New
ZIC
2040
ZWJ Investment Counsel
Georgia
$250K +$236K +1,236 New
HI
2041
Harper Investing
California
$250K -$383K -2,007 -62%
AWM
2042
AAF Wealth Management
Massachusetts
$249K +$236K +1,234 New
VCM
2043
Vigilant Capital Management
Maine
$249K -$39.4K -206 -14%
TIM
2044
Thompson Investment Management
Wisconsin
$249K +$235K +1,231 New
GCL
2045
Gouws Capital LLC
North Carolina
$249K -$2.16M -11,330 -90%
PA
2046
Probity Advisors
Texas
$248K +$235K +1,229 New
JWBC
2047
J.W. Burns & Co
New York
$248K +$235K +1,229 New
QCIG
2048
Quad-Cities Investment Group
Iowa
$246K +$233K +1,219 New
VFP
2049
Verus Financial Partners
Virginia
$246K -$12.8K -67 -5%
HCM
2050
Hengehold Capital Management
Ohio
$245K +$232K +1,212 New
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