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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2001
Trivant Custom Portfolio Group
California
$11K – – –
WIM
2002
Westside Investment Management
California
$11K – – –
TFA
2003
Toth Financial Advisory
Virginia
$10.9K – – –
WPA
2004
Wealth Preservation Advisors
Tennessee
$10.9K +$11.9K +99 New
PS
2005
Pinney & Scofield
Massachusetts
$10.4K – – –
AG
2006
AmeriFlex Group
Nevada
$10.3K -$16.8K -139 -60%
GWMI
2007
Guardian Wealth Management (Illinois)
Illinois
$10K – – –
CB
2008
CNB Bank
Pennsylvania
$9.87K – – –
FW
2009
Fairway Wealth
Ohio
$9.76K +$10.7K +89 New
HWM
2010
HighMark Wealth Management
Minnesota
$9.43K -$964 -8 -9%
FMP
2011
Financial Management Professionals
Texas
$9.32K +$6.15K +51 +150%
CWM
2012
Copia Wealth Management
Oregon
$9.1K – – –
SO
2013
Sierra Ocean
California
$8.96K -$3.98K -33 -29%
FFA
2014
Frazier Financial Advisors
Ohio
$8.88K -$28.7K -238 -75%
RWM
2015
Rialto Wealth Management
New York
$8.66K +$844 +7 +10%
ATC
2016
Advantage Trust Company
Kansas
$8.22K – – –
BL
2017
BFSG LLC
California
$8.22K – – –
MWA
2018
Miller Wealth Advisors
Colorado
$8.22K – – –
RTC
2019
Riverview Trust Company
Washington
$8K -$964 -8 -10%
TFGT
2020
TS Financial Group (TSFG)
Illinois
$8K – – –
RWM
2021
Raffa Wealth Management
District of Columbia
$7.57K – – –
AWM
2022
Abound Wealth Management
Tennessee
$7.25K -$2.89K -24 -27%
Q1WB
2023
Quest 10 Wealth Builders
Virginia
$7.24K -$2.41K -20 -23%
AW
2024
Avion Wealth
Texas
$7K – – –
PSFG
2025
Park Square Financial Group
Georgia
$6.8K +$6.99K +58 +1,450%
79 80
81
82 83