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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
2001
RIA Advisory Group
Iowa
– -$636K -4,648 Closed
MM
2002
MQS Management
New York
– -$441K -4,529 Closed
IFS
2003
Ifrah Financial Services
Arkansas
– -$404K -4,146 Closed
PIA
2004
Pinion Investment Advisors
Kansas
– -$367K -3,769 Closed
CPRC
2005
Consolidated Portfolio Review Corp
New York
– -$354K -3,636 Closed
BC
2006
Bridgefront Capital
Texas
– -$345K -3,546 Closed
CWM
2007
Congress Wealth Management
Massachusetts
– -$338K -3,470 Closed
CWM
2008
Curi Wealth Management
North Carolina
– -$337K -3,464 Closed
QIM
2009
Quantitative Investment Management
Virginia
– -$331K -3,406 Closed
CCM
2010
Carlson Capital Management
Minnesota
– -$330K -3,392 Closed
PAIM
2011
Punch & Associates Investment Management
Minnesota
– -$305K -3,132 Closed
VCM
2012
Virtue Capital Management
Tennessee
– -$293K -3,077 Closed
FTIS
2013
First Trust Investment Solutions
Florida
– -$291K -2,991 Closed
MFG
2014
Monte Financial Group
Connecticut
– -$284K -2,917 Closed
TWA
2015
Tandem Wealth Advisors
Arizona
– -$280K -2,875 Closed
BCP
2016
Blue Chip Partners
Michigan
– -$273K -2,801 Closed
ICA
2017
Infrastructure Capital Advisors
New York
– -$267K -2,748 Closed
OC
2018
Oarsman Capital
Wisconsin
– -$266K -2,736 Closed
DS
2019
DRW Securities
Illinois
– -$255K -2,617 Closed
OWM
2020
OneAscent Wealth Management
Alabama
– -$255K -2,615 Closed
CFA
2021
CWS Financial Advisors
Michigan
– -$243K -2,495 Closed
BFAG
2022
Blackston Financial Advisory Group
Florida
– -$241K -2,478 Closed
MC
2023
Machina Capital
France
– -$239K -2,452 Closed
TCB
2024
Texas Capital Bancshares
Texas
– -$234K -2,409 Closed
PCM
2025
Prelude Capital Management
New York
– -$243K -2,366 Closed
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