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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
2001
Edge Capital Group
Georgia
– -$271K -1,109 Closed
BST
2002
Bath Savings Trust
Maine
– -$252K -1,032 Closed
FAM
2003
Formidable Asset Management
Ohio
– -$248K -999 Closed
SFA
2004
Stewardship Financial Advisors
Georgia
– -$242K -990 Closed
GW
2005
GW & Wade
Massachusetts
– -$235K -962 Closed
MA
2006
MONECO Advisors
Connecticut
– -$227K -929 Closed
BSB
2007
Bangor Savings Bank
Maine
– -$226K -927 Closed
OCM
2008
One Capital Management
California
– -$226K -926 Closed
CWM
2009
Cornerstone Wealth Management
Missouri
– -$225K -922 Closed
WAG
2010
Winthrop Advisory Group
Massachusetts
– -$224K -919 Closed
DHFB
2011
Dixon Hubard Feinour & Brown
Virginia
– -$222K -910 Closed
MIM
2012
Moseley Investment Management
Florida
– -$222K -908 Closed
KC
2013
Kingfisher Capital
North Carolina
– -$221K -905 Closed
CWM
2014
Concentric Wealth Management
California
– -$220K -900 Closed
EHC
2015
Everett Harris & Co
California
– -$215K -883 Closed
MWM
2016
Mascoma Wealth Management
New Hampshire
– -$214K -879 Closed
CG
2017
Corundum Group
Colorado
– -$214K -877 Closed
DAM
2018
Diamant Asset Management
Connecticut
– -$209K -855 Closed
AIM
2019
Axiom Investment Management
New York
– -$207K -853 Closed
IIA
2020
IPG Investment Advisors
California
– -$206K -846 Closed
HCM
2021
Hengehold Capital Management
Ohio
– -$206K -845 Closed
PCM
2022
Poehling Capital Management
Wisconsin
– -$206K -845 Closed
DWM
2023
Doyle Wealth Management
Florida
– -$205K -839 Closed
AIM
2024
Aspen Investment Management
Michigan
– -$201K -823 Closed
HFA
2025
Hoover Financial Advisors
Pennsylvania
– -$201K -823 Closed
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