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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1926
Keener Financial Planning
Texas
$6K -$5.64K -51 -47%
CA
1927
Crewe Advisors
Utah
$5.07K -$9.18K -83 -64%
PCM
1928
Penserra Capital Management
California
$5K – – –
AW
1929
Avion Wealth
Texas
$5K +$1.99K +18 +55%
FW
1930
Fairway Wealth
Ohio
$4.96K +$4.98K +45 New
PPWM
1931
PFG Private Wealth Management
Florida
$4.63K – – –
SWC
1932
Spectrum Wealth Counsel
Indiana
$4.41K – – –
PD
1933
Point72 (DIFC)
United Arab Emirates
$3.99K +$3.98K +36 New
B
1934
Birchbrook
Maine
$3.86K – – –
W
1935
WealthCollab
Washington
$3.53K – – –
FGA
1936
Fortis Group Advisors
New Jersey
$3.52K – – –
RWM
1937
Ruedi Wealth Management
Illinois
$3.52K – – –
KWAG
1938
Kiely Wealth Advisory Group
North Carolina
$3.45K +$1.44K +13 +65%
BFA
1939
BBJS Financial Advisors
Washington
$3.08K +$3.1K +28 New
PCA
1940
Providence Capital Advisors
North Carolina
$3.08K +$3.1K +28 New
NMG
1941
New Millennium Group
Utah
$3K +$2.98K +27 New
ACA
1942
American Capital Advisory
Idaho
$2.92K – – –
UWS
1943
Unique Wealth Strategies
Illinois
$2.84K +$2.76K +25 New
CPG
1944
Custom Portfolio Group
Colorado
$2.75K – – –
GIM
1945
Gold Investment Management
Alberta, Canada
$2.75K – – –
SHIM
1946
Stone House Investment Management
Pennsylvania
$2.53K -$9.51K -86 -79%
AFWM
1947
Abich Financial Wealth Management
Virginia
$2.17K +$2.21K +20 New
LIM
1948
Longfellow Investment Management
Massachusetts
$2.15K -$463K -4,190 -100%
PIS
1949
POM Investment Strategies
North Carolina
$991 – – –
CAM
1950
ClariVest Asset Management
California
$975 – – –
76 77
78
79 80