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Honeywell
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2226
Capital Planning Advisors
California
$280K -$370K -1,773 -57%
BWM
2227
BlackDiamond Wealth Management
New York
$280K +$24.8K +119 +10%
EHAM
2228
Eagle Harbor Asset Management
Washington
$279K – – –
FWP
2229
Falcon Wealth Planning
California
$278K +$3.54K +17 +1%
WCM
2230
Wedge Capital Management
North Carolina
$277K – – –
CA
2231
Crewe Advisors
Utah
$277K -$110K -529 -29%
WW
2232
Waterfront Wealth
Kansas
$277K – – –
CGA
2233
Crescent Grove Advisors
Illinois
$277K +$271K +1,300 New
SCM
2234
Saxony Capital Management
Missouri
$277K +$10.4K +50 +4%
GIM
2235
Guild Investment Management
California
$276K – – –
RAM
2236
Riggs Asset Management
Pennsylvania
$275K -$4.8K -23 -2%
WMA
2237
Wealth Management Associates
New Jersey
$275K +$22.1K +106 +9%
MHR
2238
Matthew Hamilton Rosenberg
$275K +$14.6K +70 +6%
OL
2239
Optas LLC
Texas
$274K +$47.8K +229 +22%
IP
2240
Isthmus Partners
Wisconsin
$274K +$269K +1,289 New
MCM
2241
Mitchell Capital Management
Kansas
$274K -$93.4K -448 -26%
IFA
2242
Index Fund Advisors
California
$274K – – –
BWFA
2243
Baltimore-Washington Financial Advisors
Maryland
$274K -$4.59K -22 -2%
WF
2244
Wayfinding Financial
Washington
$273K +$267K +1,282 New
FFG
2245
Fiduciary Financial Group
California
$273K +$13.3K +64 +5%
SG
2246
Somerset Group
Minnesota
$273K – – –
GC
2247
Guidance Capital
Kentucky
$272K +$3.96K +19 +1%
AF
2248
Atala Financial
California
$272K +$266K +1,276 New
LIWM
2249
Long Island Wealth Management
New York
$271K – – –
RFP
2250
RCS Financial Planning
Maryland
$271K – – –
88 89
90
91 92