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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2101
Tandem Wealth Advisors
Arizona
$245K – – –
PCM
2102
Princeton Capital Management
New Jersey
$245K +$3.95K +21 +2%
CTA
2103
Colonial Trust Advisors
South Carolina
$245K -$2.82K -15 -1%
PWG
2104
Portside Wealth Group
Utah
$244K +$13.9K +74 +6%
CWA
2105
Consilium Wealth Advisory
Texas
$243K -$9.41K -50 -4%
HFP
2106
Holistic Financial Partners
Indiana
$243K -$25.4K -135 -10%
TCWA
2107
Turtle Creek Wealth Advisors
Texas
$242K +$116K +614 +96%
SNBOSD
2108
Security National Bank of So Dak
Iowa
$242K – – –
FWP
2109
Falcon Wealth Planning
California
$241K +$2.07K +11 +0.9%
SAM
2110
Secure Asset Management
Michigan
$241K -$201K -1,069 -46%
CFS
2111
Coordinated Financial Services
Colorado
$241K +$234K +1,245 New
GG
2112
GenWealth Group
New Jersey
$240K +$7.16K +38 +3%
GWM
2113
Greenwich Wealth Management
Connecticut
$240K +$234K +1,242 New
MWM
2114
Merriman Wealth Management
Washington
$239K – – –
TIM
2115
Thompson Investment Management
Wisconsin
$238K – – –
KF
2116
KKM Financial
Illinois
$238K – – –
TW
2117
Traveka Wealth
California
$236K +$28.2K +150 +14%
HCM
2118
Hengehold Capital Management
Ohio
$235K +$5.65K +30 +3%
EFSCE
2119
Enterprise Financial Services Corp (EFSC)
Missouri
$235K -$23.9K -127 -9%
AWM
2120
AAF Wealth Management
Massachusetts
$235K -$2.45K -13 -1%
AIM
2121
Aigen Investment Management
New York
$235K +$228K +1,213 New
GC
2122
Guidance Capital
Kentucky
$235K -$80.6K -428 -25%
KFGK
2123
Keystone Financial Group (Kentucky)
Kentucky
$234K +$14.1K +75 +7%
WW
2124
Waterfront Wealth
Kansas
$234K – – –
HA
2125
HFG Advisors
Ohio
$234K -$19.2K -102 -8%
83 84
85
86 87