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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2001
AlTi Global
New York
– -$329K -2,990 Closed
GWM
2002
Gitterman Wealth Management
New Jersey
– -$323K -2,929 Closed
JF
2003
Jump Financial
Illinois
– -$312K -2,831 Closed
OR
2004
Olympiad Research
Connecticut
– -$267K -2,420 Closed
RIA
2005
Realta Investment Advisors
Delaware
– -$265K -2,403 Closed
CCP
2006
Carmel Capital Partners
California
– -$258K -2,344 Closed
BA
2007
Bridgewater Associates
Connecticut
– -$244K -2,213 Closed
PCP
2008
Proficio Capital Partners
Massachusetts
– -$240K -2,176 Closed
FAFN
2009
First Affirmative Financial Network
Colorado
– -$237K -2,156 Closed
SW
2010
SMART Wealth
Nebraska
– -$235K -2,133 Closed
OFG
2011
Oxford Financial Group
Indiana
– -$234K -2,126 Closed
LFA
2012
Legacy Financial Advisors
Kentucky
– -$233K -2,112 Closed
NQWM
2013
Northwest Quadrant Wealth Management
Oregon
– -$232K -2,104 Closed
FA
2014
Fermata Advisors
California
– -$229K -2,079 Closed
MWA
2015
Monograph Wealth Advisors
California
– -$220K -2,000 Closed
A
2016
AJOVista
Massachusetts
– -$219K -1,990 Closed
WTB
2017
Washington Trust Bank
Washington
– -$218K -1,981 Closed
BIP
2018
Blueprint Investment Partners
North Carolina
– -$215K -1,949 Closed
CWM
2019
Chesapeake Wealth Management
Virginia
– -$213K -1,930 Closed
RFG
2020
RFP Financial Group
Georgia
– -$212K -1,924 Closed
AAS
2021
Annex Advisory Services
Wisconsin
– -$208K -1,885 Closed
AC
2022
Allstate Corporation
Illinois
– -$207K -1,875 Closed
MCM
2023
Monument Capital Management
Virginia
– -$205K -1,863 Closed
IIC
2024
Integrated Investment Consultants
Michigan
– -$210K -1,851 Closed
SP
2025
Stonebrook Private
Michigan
– -$203K -1,841 Closed
79 80
81
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