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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
2051
High Net Worth Advisory Group
Florida
$275K – – –
WLIM
2052
White Lighthouse Investment Management
Massachusetts
$275K +$43.4K +228 +20%
OWA
2053
Octavia Wealth Advisors
Ohio
$275K +$15.8K +83 +6%
BMC
2054
Benin Management Corp
Connecticut
$275K – – –
AIM
2055
AMI Investment Management
Indiana
$274K -$7.8K -41 -3%
DSN
2056
D. Scott Neal
Kentucky
$274K – – –
HFS
2057
Heritage Financial Services
Massachusetts
$274K -$4.95K -26 -2%
SWM
2058
Scissortail Wealth Management
Oklahoma
$273K +$37.1K +195 +17%
RIS
2059
Retirement Income Solutions
Michigan
$273K -$107K -563 -29%
AWA
2060
Adapt Wealth Advisors
Georgia
$272K +$5.14K +27 +2%
VCAM
2061
Van Cleef Asset Management
Ohio
$272K -$75.7K -398 -23%
TAM
2062
Taurus Asset Management
New York
$272K – – –
SIM
2063
SSI Investment Management
California
$272K – – –
WF
2064
Wayfinding Financial
Washington
$272K -$4.57K -24 -2%
GC
2065
Gilbert & Cook
Iowa
$271K -$384K -2,016 -60%
OCPWS
2066
One Charles Private Wealth Services
Massachusetts
$271K +$381 +2 +0.1%
CWM
2067
Concentric Wealth Management
California
$271K +$1.9K +10 +0.7%
AFWM
2068
Abich Financial Wealth Management
Virginia
$270K – – –
BC
2069
Bridgefront Capital
Texas
$270K +$255K +1,340 New
SIC
2070
Shoker Investment Counsel
Ohio
$270K -$11K -58 -4%
BWP
2071
Balboa Wealth Partners
Arizona
$269K +$255K +1,339 New
SI
2072
Saxon Interests
Texas
$269K +$254K +1,337 New
RCA
2073
Resonant Capital Advisors
Wisconsin
$269K -$88.7K -466 -26%
AC
2074
Addison Capital
Pennsylvania
$269K -$761 -4 -0.3%
KA
2075
Kozak & Associates
Colorado
$269K -$84.9K -446 -25%
81 82
83
84 85