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Honeywell
HON

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
2151
DB Wealth Management Group
California
$11K +$9.63K +53 New
FPW
2152
Flagship Private Wealth
Massachusetts
$10.4K +$9.99K +55 New
ARIS
2153
Advanced Research Investment Solutions
California
$9K +$8.36K +46 New
APC
2154
Aspire Private Capital
North Carolina
$8K – – –
LGA
2155
Lebenthal Global Advisors
New York
$8K +$7.99K +44 New
D
2156
Diversified
Delaware
$7K +$8.72K +48 New
PS
2157
Planned Solutions
California
$6K – – –
DI
2158
Disciplined Investments
Oklahoma
$5K – – –
NG
2159
NWK Group
California
$5K +$4.18K +23 New
IHWM
2160
Iron Horse Wealth Management
Iowa
$5K +$4.36K +24 New
JPLA
2161
Joseph P. Lucia & Associates
New York
$5K +$4.91K +27 New
CIA
2162
CSat Investment Advisory
Michigan
$4K -$361K -1,985 -99%
LGWM
2163
Litman Gregory Wealth Management
California
$4K – – –
TCM
2164
TD Capital Management
Tennessee
$4K – – –
CPFP
2165
Clear Perspectives Financial Planning
Ohio
$4K +$3.63K +20 New
LAS
2166
Lloyd Advisory Services
Georgia
$3K -$1.27K -7 -35%
OAJ
2167
Ogorek Anthony Joseph
New York
$3K – – –
RBC
2168
Roble Belko & Company
Pennsylvania
$3K – – –
HWM
2169
HighMark Wealth Management
Minnesota
$2K – – –
TFA
2170
Transamerica Financial Advisors
Florida
$2K – – –
TI
2171
tru Independence
Oregon
$1K +$47.4K +261 +6%
CAM
2172
Costello Asset Management
Pennsylvania
$1K – – –
WIM
2173
Westside Investment Management
California
$58 – – –
BGIM
2174
Brandywine Global Investment Management
Pennsylvania
– -$90.5M -583,357 Closed
MWNA
2175
Marshall Wace North America
New York
– -$22.6M -145,846 Closed
85 86
87
88 89