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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
2051
Wills Financial Group
Virginia
$335K +$309K +1,526 New
VSQM
2052
V-Square Quantitative Management
Illinois
$335K +$83.6K +413 +37%
UB
2053
Umpqua Bank
Oregon
$335K +$46.1K +228 +18%
MCP
2054
Mirador Capital Partners
California
$334K +$15.6K +77 +5%
ICM
2055
IMS Capital Management
Oregon
$333K +$307K +1,516 New
WAM
2056
Wakefield Asset Management
Colorado
$332K – – –
AFW
2057
Avantra Family Wealth
Pennsylvania
$332K -$295K -1,457 -49%
IHL
2058
Investment House LLC
California
$332K – – –
MCA
2059
Magnolia Capital Advisors
Mississippi
$331K +$2.23K +11 +0.7%
BSSFA
2060
Baron Silver Stevens Financial Advisors
Florida
$331K – – –
FFO
2061
Fortitude Family Office
Arizona
$331K +$2.63K +13 +0.9%
NERM
2062
New England Research & Management
Illinois
$331K +$5.46K +27 +2%
BWS
2063
Broadway Wealth Solutions
Texas
$331K -$283K -1,400 -48%
JBA
2064
Johnson Bixby & Associates
Washington
$331K – – –
AC
2065
Addison Capital
Pennsylvania
$331K +$37.2K +184 +14%
PCFFS
2066
Pacific Center for Financial Services
California
$328K -$10.5K -52 -3%
FWA
2067
Flagship Wealth Advisors
Massachusetts
$328K – – –
EMAM
2068
Encompass More Asset Management
California
$328K -$126K -622 -29%
CTA
2069
Colonial Trust Advisors
South Carolina
$328K -$4.66K -23 -2%
SCP
2070
Sandhill Capital Partners
New York
$328K -$224K -1,105 -43%
FCFC
2071
First Commonwealth Financial Corp
Pennsylvania
$327K -$18K -89 -6%
IA
2072
Insight Advisors
Pennsylvania
$327K -$7.89K -39 -3%
PMFA
2073
Plante Moran Financial Advisors
Michigan
$327K +$41.3K +204 +16%
DS
2074
DRW Securities
Illinois
$326K -$498K -2,458 -62%
AIFAIM
2075
American Institute for Advanced Investment Management
Arizona
$326K – – –
81 82
83
84 85