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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2026
OneAscent Financial Services
Alabama
$332K -$118K -566 -25%
AW
2027
Alteri Wealth
California
$331K -$232K -1,109 -40%
SFS
2028
Stiles Financial Services
Minnesota
$331K +$40.1K +192 +13%
IA
2029
IFG Advisors
Missouri
$330K -$85.2K -408 -20%
BDFN
2030
Bond & Devick Financial Network
Minnesota
$329K -$13.2K -63 -4%
VP
2031
Verum Partners
North Carolina
$329K -$7.94K -38 -2%
TPA
2032
Trivium Point Advisory
Connecticut
$328K -$30.9K -148 -8%
WP
2033
WealthPLAN Partners
Nebraska
$328K +$128K +612 +59%
CIM
2034
Cambria Investment Management
California
$327K +$345K +1,650 New
TC
2035
Trilogy Capital
California
$327K +$6.68K +32 +2%
FPB
2036
First PREMIER Bank
South Dakota
$327K +$11.5K +55 +3%
SI
2037
Severin Investments
Missouri
$327K +$344K +1,648 New
APWM
2038
Argonautica Private Wealth Management
Massachusetts
$327K -$37.6K -180 -10%
AB
2039
Atlas Brown
Kentucky
$325K -$18.8K -90 -5%
GFM
2040
GEN Financial Management
Minnesota
$324K – – –
CFO
2041
CVA Family Office
Colorado
$324K -$14K -67 -4%
BDF
2042
Black Diamond Financial
Maryland
$324K -$5.43K -26 -2%
HFS
2043
Hantz Financial Services
Michigan
$323K +$43K +206 +14%
GCL
2044
Gouws Capital LLC
North Carolina
$323K – – –
FC
2045
Financial Consulate
Maryland
$323K +$339K +1,625 New
BONH
2046
Bank of New Hampshire
New Hampshire
$322K -$84.6K -405 -20%
FG
2047
Foster Group
Iowa
$322K -$66.9K -320 -16%
SPL
2048
Smart Portfolios LLC
Washington
$320K -$21.1K -101 -6%
ACG
2049
Allen Capital Group
Nebraska
$320K -$627 -3 -0.2%
DS
2050
DRW Securities
Illinois
$318K +$29.7K +142 +10%
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