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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2001
Princeton Global Asset Management
New Jersey
$37.6K +$32.4K +282 New
FAI
2002
Fiduciary Advisors Inc
Missouri
$37.5K – – –
TCM
2003
Tradewinds Capital Management
Washington
$37.5K – – –
TCM
2004
Traub Capital Management
Massachusetts
$37.3K +$32.1K +280 New
PP
2005
PFS Partners
New Jersey
$36.3K +$12.4K +108 +66%
LAM
2006
LOM Asset Management
$35K +$29.8K +260 New
FDW
2007
Fourth Dimension Wealth
Ohio
$34.7K – – –
DRP
2008
Decker Retirement Planning
Utah
$34.3K – – –
AAG
2009
Accordant Advisory Group
Maryland
$34.1K – – –
IWM
2010
Inlight Wealth Management
Georgia
$34.1K – – –
WW
2011
Winnow Wealth
Texas
$34.1K +$27.3K +238 +1,322%
SR
2012
Syntax Research
Florida
$33.5K -$412K -3,588 -93%
YP
2013
YANKCOM Partnership
South Dakota
$33.2K +$688 +6 +2%
NC
2014
NewSquare Capital
Pennsylvania
$33.1K +$2.87K +25 +11%
CIAS
2015
CBIZ Investment Advisory Services
Ohio
$33K +$2.06K +18 +8%
CIA
2016
Cape Investment Advisory
Georgia
$32.7K – – –
TC
2017
Trust Company
Kansas
$32.7K – – –
MAFA
2018
MJT & Associates Financial Advisory
Minnesota
$32.5K – – –
NEWAS
2019
N.E.W. Advisory Services
Wisconsin
$32K -$37.3K -325 -58%
NRG
2020
Nemes Rush Group
Michigan
$31.7K – – –
MMCM
2021
Murphy & Mullick Capital Management
New York
$30.1K – – –
DWM
2022
Darwin Wealth Management
Florida
$29.5K -$5.16K -45 -17%
VIS
2023
Vega Investment Solutions
France
$28.9K -$1.62M -14,153 -98%
IHWM
2024
Iron Horse Wealth Management
Iowa
$28.7K – – –
CA
2025
Centerpoint Advisors
Massachusetts
$28K -$18.5K -161 -44%
79 80
81
82 83