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Emerson Electric
EMR

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