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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Arcadia Investment Management
Michigan
$66K – – –
SJIM
2002
St. Johns Investment Management
Florida
$65.5K – – –
TLFA
2003
True Link Financial Advisors
California
$64.9K +$71.2K +495 New
DF
2004
Dunhill Financial
United Kingdom
$62.8K -$10.1K -70 -13%
UFF
2005
USA Financial Formulas
Michigan
$62.4K -$53.1K -369 -44%
CCA
2006
Catalyst Capital Advisors
New York
$62.2K -$4.31K -30 -6%
FUBT
2007
First United Bank & Trust
Maryland
$61.2K – – –
OWA
2008
Opal Wealth Advisors
New York
$61K +$67K +466 New
B
2009
Bayban
Minnesota
$60.3K – – –
CB
2010
Centennial Bank
Arkansas
$59.9K – – –
APW
2011
Aventura Private Wealth
Florida
$58.2K – – –
OA
2012
Operose Advisors
Wisconsin
$58K +$27K +188 +74%
WWM
2013
Wolff Wiese Magana
California
$56.5K -$4.31K -30 -7%
BGAI
2014
Bruce G. Allen Investments
Colorado
$56.3K – – –
OCWP
2015
Owl Creek Wealth Partners
Colorado
$56.2K +$61.7K +429 New
GG
2016
Gleason Group
Kentucky
$56.2K +$288 +2 +0.5%
S
2017
Sachetta
Massachusetts
$53.8K +$1.01K +7 +2%
SL
2018
Salomon & Ludwin
Virginia
$53.7K -$16.8K -117 -22%
PWMG
2019
Private Wealth Management Group
New Jersey
$53.3K +$35.9K +250 +159%
PJC
2020
Phillip James Consulting
Minnesota
$53K – – –
MCM
2021
MV Capital Management
Maryland
$52.8K -$575 -4 -1%
RG
2022
RHL Group
Michigan
$52.6K +$57.8K +402 New
LC
2023
Lavaca Capital
Texas
$52.4K – – –
MAM
2024
Morse Asset Management
Connecticut
$52.4K – – –
TLA
2025
Tanglewood Legacy Advisors
Texas
$52.4K – – –
79 80
81
82 83