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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
Strategic Advocates
Utah
$72.5K +$2.39K +18 +3%
BFP
2002
Birchwood Financial Partners
Minnesota
$71.4K +$71.4K +538 New
KFAS
2003
Keating Financial Advisory Services
Kansas
$71.1K +$71K +535 New
EF
2004
Entrust Financial
Pennsylvania
$71K +$71K +535 New
LGWM
2005
Litman Gregory Wealth Management
California
$70.6K +$70.6K +532 New
DWS
2006
Dynamic Wealth Strategies
California
$70.5K -$12.9K -97 -15%
MWPCG
2007
Measured Wealth Private Client Group
New Hampshire
$69.8K +$265 +2 +0.4%
CFS
2008
CGC Financial Services
Oregon
$69.7K – – –
BWG
2009
Beta Wealth Group
California
$67.8K +$66.5K +501 +11%
CCA
2010
Catalyst Capital Advisors
New York
$67K -$48.3K -364 -42%
AIM
2011
Arcadia Investment Management
Michigan
$66.9K +$531 +4 +0.8%
SJIM
2012
St. Johns Investment Management
Florida
$66.4K – – –
RWM
2013
RMG Wealth Management
Wisconsin
$65.8K – – –
GSWM
2014
Golden State Wealth Management
California
$64.8K +$14.7K +111 +29%
AAM
2015
Alphadyne Asset Management
New York
$62.6K +$62.6K +472 New
FUBT
2016
First United Bank & Trust
Maryland
$62K – – –
WWM
2017
Wolff Wiese Magana
California
$61.2K +$2.92K +22 +5%
B
2018
Bayban
Minnesota
$61.1K +$61K +460 New
CB
2019
Centennial Bank
Arkansas
$60.7K – – –
PJC
2020
Phillip James Consulting
Minnesota
$59K +$53.7K +405 New
APW
2021
Aventura Private Wealth
Florida
$58.9K +$13.9K +105 +31%
VWA
2022
Valued Wealth Advisors
Utah
$58.8K – – –
AG
2023
AmeriFlex Group
Nevada
$58.1K +$14.9K +112 +34%
BGAI
2024
Bruce G. Allen Investments
Colorado
$57.1K – – –
GG
2025
Gleason Group
Kentucky
$56.7K -$18.6K -140 -25%
79 80
81
82 83