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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2076
Crewe Advisors
Utah
$303K +$48K +230 +18%
WF
2077
Warner Financial
Maryland
$302K – – –
ICP
2078
Interchange Capital Partners
Pennsylvania
$301K +$92.5K +443 +41%
ICM
2079
IMS Capital Management
Oregon
$301K – – –
PWP
2080
Phillips Wealth Planners
Mississippi
$301K -$31.3K -150 -9%
WAM
2081
Wakefield Asset Management
Colorado
$300K – – –
TW
2082
Traveka Wealth
California
$300K +$49.1K +235 +18%
FSC
2083
Full Sail Capital
Oklahoma
$300K -$615K -2,944 -66%
IHL
2084
Investment House LLC
California
$300K – – –
FFO
2085
Fortitude Family Office
Arizona
$299K – – –
OA
2086
Oxbow Advisors
Texas
$299K -$39.5K -189 -11%
SCP
2087
Sivia Capital Partners
California
$298K +$52.9K +253 +20%
AHB
2088
Abner Herrman & Brock
New Jersey
$298K +$314K +1,501 New
CP
2089
Camelot Portfolios
Ohio
$297K -$202K -965 -39%
PCFFS
2090
Pacific Center for Financial Services
California
$297K – – –
ST
2091
Somerset Trust
Pennsylvania
$297K +$2.92K +14 +0.9%
CAG
2092
Csenge Advisory Group
Florida
$297K -$669K -3,203 -68%
CVA
2093
Central Valley Advisors
California
$297K +$5.64K +27 +2%
CASB
2094
Cape Ann Savings Bank
Massachusetts
$297K -$24.9K -119 -7%
IA
2095
Insight Advisors
Pennsylvania
$296K +$418 +2 +0.1%
MCA
2096
Magnolia Capital Advisors
Mississippi
$296K -$3.55K -17 -1%
AIFAIM
2097
American Institute for Advanced Investment Management
Arizona
$295K – – –
PWM
2098
PBMares Wealth Management
Virginia
$294K – – –
CWG
2099
Crown Wealth Group
North Carolina
$294K +$10.4K +50 +3%
WN
2100
Williams & Novak
California
$294K -$589K -2,819 -66%
82 83
84
85 86