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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2001
Compass Financial Services
Iowa
$26.2K – – –
HCM
2002
Horrell Capital Management
Arkansas
$26.2K – – –
OCM
2003
Orion Capital Management
California
$26.2K – – –
SNB
2004
Security National Bank
Nebraska
$26.2K – – –
TCM
2005
TruNorth Capital Management
Michigan
$26.2K – – –
PAG
2006
Paladin Advisory Group
Iowa
$25.2K – – –
GFA
2007
Gifford Fong Associates
California
$23K – – –
RBC
2008
Roble Belko & Company
Pennsylvania
$23K +$4.91K +36 +26%
FIM
2009
FWL Investment Management
Texas
$21.6K – – –
FFO
2010
Fortitude Family Office
Arizona
$21.3K +$273 +2 +1%
PWMG
2011
Private Wealth Management Group
New Jersey
$20.6K – – –
MCA
2012
Midwest Capital Advisors
Michigan
$20.5K – – –
NWM
2013
Nova Wealth Management
Florida
$20K -$5.59K -41 -21%
KA
2014
Kozak & Associates
Colorado
$19.3K -$2.18K -16 -10%
GA
2015
GoalVest Advisory
New York
$19K – – –
CCM
2016
Cloud Capital Management
Washington
$19K +$20.5K +150 New
HWP
2017
Highline Wealth Partners
California
$18.5K +$4.77K +35 +33%
MFT
2018
Moisand Fitzgerald Tamayo
Florida
$17.3K – – –
IWP
2019
IAG Wealth Partners
Wisconsin
$17.1K +$682 +5 +4%
TCA
2020
Trifecta Capital Advisors
Illinois
$16.3K -$89.2K -654 -84%
FMP
2021
Financial Management Professionals
Texas
$16.1K -$273 -2 -2%
AEPWM
2022
Atlantic Edge Private Wealth Management
Florida
$16K – – –
TFGT
2023
TS Financial Group (TSFG)
Illinois
$16K +$5.73K +42 +55%
HHMI
2024
Howard Hughes Medical Institute
Maryland
$15.9K – – –
EP
2025
Essential Partners
California
$14.8K +$818 +6 +6%
79 80
81
82 83