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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
2026
Deseret Mutual Benefit Administrators
Utah
$255K -$1.11K -6 -0.5%
HFP
2027
Holistic Financial Partners
Indiana
$255K +$242K +1,305 New
HWM
2028
Hemington Wealth Management
Virginia
$255K -$16.7K -90 -6%
AA
2029
Advisory Alpha
Michigan
$255K +$242K +1,302 New
RIM
2030
Rockbridge Investment Management
New York
$254K – – –
TWA
2031
Tandem Wealth Advisors
Arizona
$254K -$91.6K -493 -28%
HCA
2032
Heck Capital Advisors
Wisconsin
$253K -$5.39K -29 -2%
NC
2033
NinePointTwo Capital
California
$253K – – –
WCM
2034
Wedge Capital Management
North Carolina
$253K -$2.42K -13 -1%
AR
2035
Advisory Research
Illinois
$253K +$240K +1,292 New
PA
2036
Planning Alternatives
Michigan
$252K – – –
ACM
2037
Avalon Capital Management
California
$252K -$190K -1,021 -44%
EGA
2038
E&G Advisors
Texas
$251K +$239K +1,286 New
SG
2039
Somerset Group
Minnesota
$250K – – –
FA
2040
Financial Advisors
Massachusetts
$250K – – –
EA
2041
Echo45 Advisors
California
$250K -$56.3K -303 -19%
PAIM
2042
Punch & Associates Investment Management
Minnesota
$250K -$929 -5 -0.4%
WPA
2043
West Paces Advisors
Georgia
$249K -$9.84K -53 -4%
CAS
2044
CTC Alternative Strategies
Illinois
$249K +$236K +1,273 New
LFASL
2045
Lugano Financial Advisors SA (LFA)
Switzerland
$249K +$236K +1,273 New
CAM
2046
Chesapeake Asset Management
New York
$249K -$11.1K -60 -5%
CFA
2047
Capstone Financial Advisors
Illinois
$249K +$7.43K +40 +3%
SIC
2048
Shoker Investment Counsel
Ohio
$248K +$1.11K +6 +0.5%
HCP
2049
Hexagon Capital Partners
Arkansas
$248K -$1.67K -9 -0.7%
GA
2050
Gateway Advisory
New Jersey
$248K +$13.7K +74 +6%
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