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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2001
Gitterman Wealth Management
New Jersey
– -$323K -2,929 Closed
JF
2002
Jump Financial
Illinois
– -$312K -2,831 Closed
OR
2003
Olympiad Research
Connecticut
– -$267K -2,420 Closed
RIA
2004
Realta Investment Advisors
Delaware
– -$265K -2,403 Closed
CCP
2005
Carmel Capital Partners
California
– -$258K -2,344 Closed
BA
2006
Bridgewater Associates
Connecticut
– -$244K -2,213 Closed
PCP
2007
Proficio Capital Partners
Massachusetts
– -$240K -2,176 Closed
FAFN
2008
First Affirmative Financial Network
Colorado
– -$237K -2,156 Closed
SW
2009
SMART Wealth
Nebraska
– -$235K -2,133 Closed
OFG
2010
Oxford Financial Group
Indiana
– -$234K -2,126 Closed
LFA
2011
Legacy Financial Advisors
Kentucky
– -$233K -2,112 Closed
NQWM
2012
Northwest Quadrant Wealth Management
Oregon
– -$232K -2,104 Closed
FA
2013
Fermata Advisors
California
– -$229K -2,079 Closed
MWA
2014
Monograph Wealth Advisors
California
– -$220K -2,000 Closed
A
2015
AJOVista
Massachusetts
– -$219K -1,990 Closed
WTB
2016
Washington Trust Bank
Washington
– -$218K -1,981 Closed
BIP
2017
Blueprint Investment Partners
North Carolina
– -$215K -1,949 Closed
CWM
2018
Chesapeake Wealth Management
Virginia
– -$213K -1,930 Closed
RFG
2019
RFP Financial Group
Georgia
– -$212K -1,924 Closed
AAS
2020
Annex Advisory Services
Wisconsin
– -$208K -1,885 Closed
AC
2021
Allstate Corporation
Illinois
– -$207K -1,875 Closed
MCM
2022
Monument Capital Management
Virginia
– -$205K -1,863 Closed
IIC
2023
Integrated Investment Consultants
Michigan
– -$210K -1,851 Closed
SP
2024
Stonebrook Private
Michigan
– -$203K -1,841 Closed
KCM
2025
Kathmere Capital Management
Pennsylvania
– -$202K -1,833 Closed
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81
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