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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1976
Private Wealth Management Group
New Jersey
$17.2K – – –
MCA
1977
Midwest Capital Advisors
Michigan
$17.1K – – –
SIM
1978
Synergy Investment Management
Florida
$16.4K – – –
CAM
1979
Costello Asset Management
Pennsylvania
$16.3K +$18K +149 New
GA
1980
GoalVest Advisory
New York
$15.9K – – –
RBC
1981
Roble Belko & Company
Pennsylvania
$15K +$16.8K +139 New
MFT
1982
Moisand Fitzgerald Tamayo
Florida
$14.5K – – –
PBK
1983
Peoples Bank (Kansas)
Kansas
$14.3K -$6.03K -50 -28%
WA
1984
WPG Advisers
Maryland
$13.9K -$964 -8 -6%
HIW
1985
Holos Integrated Wealth
Pennsylvania
$13.9K – – –
AP
1986
Aspect Partners
Virginia
$13.7K – – –
GPFA
1987
Game Plan Financial Advisors
Ohio
$13.7K – – –
IWP
1988
IAG Wealth Partners
Wisconsin
$13.7K – – –
SWA
1989
SOA Wealth Advisors
New York
$13.6K +$1.21K +10 +9%
AEPWM
1990
Atlantic Edge Private Wealth Management
Florida
$13.4K – – –
CCM
1991
Cloud Capital Management
Washington
$13K +$15.2K +126 New
OPTFSNA
1992
Old Point Trust & Financial Services N A
Virginia
$12.1K – – –
PPWM
1993
PFG Private Wealth Management
Florida
$11.8K +$7.96K +66 +157%
SWIM
1994
Smallwood Wealth Investment Management
New Jersey
$11.8K +$13K +108 New
MDCM
1995
Morgan Dempsey Capital Management
Wisconsin
$11.5K – – –
GTAM
1996
Global Trust Asset Management
Florida
$11.2K – – –
HNW
1997
High Note Wealth
Minnesota
$11.2K – – –
MSWA
1998
Marshall & Sterling Wealth Advisors
New York
$11.1K +$12.2K +101 New
FMTCOCP
1999
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
EWP
2000
Elevation Wealth Partners
California
$11K – – –
78 79
80
81 82