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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
2001
SC&H Financial Advisors
Maryland
$707K +$8.79K +23 +1%
CB
2002
CNB Bank
Pennsylvania
$706K -$623K -1,631 -42%
HG
2003
Harbor Group
New Hampshire
$706K +$712K +1,864 +466%
NWMG
2004
National Wealth Management Group
Ohio
$706K +$865K +2,264 New
RWS
2005
Resolute Wealth Strategies
Mississippi
$705K -$3.44K -9 -0.4%
CCFM
2006
Clear Creek Financial Management
Washington
$705K +$200K +523 +30%
FAIM
2007
Financial Advocates Investment Management
Washington
$704K -$577K -1,510 -40%
SFG
2008
Sovereign Financial Group
Connecticut
$702K +$26.4K +69 +3%
TA
2009
TCM Advisors
West Virginia
$697K – – –
EWM
2010
Evermay Wealth Management
Virginia
$695K -$70.3K -184 -8%
LL
2011
LPWM LLC
Minnesota
$694K -$146K -382 -15%
EFG
2012
Everhart Financial Group
Ohio
$692K -$885K -2,316 -51%
CBT
2013
CoreFirst Bank & Trust
Kansas
$692K -$28.3K -74 -3%
FMC
2014
First Merchants Corp
Indiana
$692K -$4.98M -13,018 -85%
EWM
2015
Echo Wealth Management
Minnesota
$691K +$39.7K +104 +5%
CAGAS
2016
Capital Advisory Group Advisory Services
Minnesota
$689K -$10.3K -27 -1%
AFA
2017
AA Financial Advisors
Ohio
$688K +$140K +367 +20%
NONA
2018
Ninety One North America
New York
$688K -$153K -400 -15%
USWIA
2019
UP Strategic Wealth Investment Advisors
Pennsylvania
$688K -$81.8K -214 -9%
CAM
2020
Congress Asset Management
Massachusetts
$687K -$574K -1,501 -41%
LSA
2021
Lion Street Advisors
Texas
$682K +$566K +1,480 +209%
WMA
2022
West Michigan Advisors
Michigan
$682K -$6.88K -18 -0.8%
THCM
2023
Taylor Hoffman Capital Management
Virginia
$681K – – –
ACA
2024
Atlas Capital Advisors
Wyoming
$680K -$164K -429 -16%
CP
2025
Covenant Partners
Tennessee
$679K – – –
79 80
81
82 83