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Emerson Electric
EMR

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
2001
True Link Financial Advisors
California
$64.9K +$71.2K +495 New
DF
2002
Dunhill Financial
United Kingdom
$62.8K -$10.1K -70 -13%
UFF
2003
USA Financial Formulas
Michigan
$62.4K -$53.1K -369 -44%
CCA
2004
Catalyst Capital Advisors
New York
$62.2K -$4.31K -30 -6%
FUBT
2005
First United Bank & Trust
Maryland
$61.2K – – –
OWA
2006
Opal Wealth Advisors
New York
$61K +$67K +466 New
B
2007
Bayban
Minnesota
$60.3K – – –
CB
2008
Centennial Bank
Arkansas
$59.9K – – –
APW
2009
Aventura Private Wealth
Florida
$58.2K – – –
OA
2010
Operose Advisors
Wisconsin
$58K +$27K +188 +74%
WWM
2011
Wolff Wiese Magana
California
$56.5K -$4.31K -30 -7%
BGAI
2012
Bruce G. Allen Investments
Colorado
$56.3K – – –
OCWP
2013
Owl Creek Wealth Partners
Colorado
$56.2K +$61.7K +429 New
GG
2014
Gleason Group
Kentucky
$56.2K +$288 +2 +0.5%
S
2015
Sachetta
Massachusetts
$53.8K +$1.01K +7 +2%
SL
2016
Salomon & Ludwin
Virginia
$53.7K -$16.8K -117 -22%
PWMG
2017
Private Wealth Management Group
New Jersey
$53.3K +$35.9K +250 +159%
PJC
2018
Phillip James Consulting
Minnesota
$53K – – –
MCM
2019
MV Capital Management
Maryland
$52.8K -$575 -4 -1%
RG
2020
RHL Group
Michigan
$52.6K +$57.8K +402 New
LC
2021
Lavaca Capital
Texas
$52.4K – – –
MAM
2022
Morse Asset Management
Connecticut
$52.4K – – –
TLA
2023
Tanglewood Legacy Advisors
Texas
$52.4K – – –
GAA
2024
Global Assets Advisory
Florida
$52.4K +$57.5K +400 New
LCA
2025
Legend Capital Advisors
New York
$52.4K +$57.5K +400 New
79 80
81
82 83