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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2201
Orion Capital Management
California
$286K – – –
TW
2202
Traveka Wealth
California
$286K +$27.9K +134 +11%
OCPWS
2203
One Charles Private Wealth Services
Massachusetts
$286K – – –
DWS
2204
Dynamic Wealth Strategies
California
$286K -$626 -3 -0.2%
AC
2205
Addison Capital
Pennsylvania
$284K – – –
RF
2206
Roxbury Financial
New Jersey
$284K +$270K +1,294 New
EWM
2207
Executive Wealth Management
Michigan
$284K +$27.3K +131 +11%
PMG
2208
ProVise Management Group
Florida
$284K -$63.6K -305 -19%
WCG
2209
Weaver Consulting Group
California
$284K – – –
WOC
2210
West Oak Capital
California
$284K – – –
AIA
2211
AIMZ Investment Advisors
California
$283K – – –
NC
2212
Napatree Capital
Rhode Island
$283K +$54K +259 +24%
PMFA
2213
Plante Moran Financial Advisors
Michigan
$283K -$158K -759 -36%
LTI
2214
Laffer Tengler Investments
Tennessee
$283K -$1.67K -8 -0.6%
CAM
2215
Concorde Asset Management
Michigan
$283K – – –
PL
2216
Parthenon LLC
Kentucky
$283K – – –
LWM
2217
Lionshead Wealth Management
New York
$282K +$276K +1,325 New
SCM
2218
Stonebridge Capital Management
California
$282K – – –
ATS
2219
Ashton Thomas Securities
New York
$282K +$26.9K +129 +11%
WI
2220
Wedgewood Investors
Pennsylvania
$282K – – –
KFS
2221
Kaizen Financial Strategies
California
$282K +$1.25K +6 +0.5%
HFS
2222
Heritage Financial Services
Massachusetts
$280K +$32.5K +156 +13%
UB
2223
Umpqua Bank
Oregon
$280K +$65.5K +314 +30%
WLIM
2224
White Lighthouse Investment Management
Massachusetts
$280K – – –
EIA
2225
Edgemoor Investment Advisors
Maryland
$280K – – –
87 88
89
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