Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 1101 | $1,205,857 | 28,766 | 0.00 | 0.00 | -397 | -1.36 | 03-31-2024 |
| COUNTRY CLUB TRUST COMPANY NA | COM NEW | 1102 | $1,615,000 | 28,766 | 0.13 | 0.14 | 1,361 | 4.97 | 12-31-2021 |
| INTERCONTINENTAL WEALTH ADVISORS LLC | COM NEW | 1103 | $949,636 | 28,742 | 0.00 | 0.00 | 2,894 | 11.20 | 06-30-2023 |
| IAMS WEALTH MANAGEMENT LLC | COM NEW | 1104 | $1,183,748 | 28,717 | 0.00 | 0.00 | -3,397 | -10.58 | 03-31-2024 |
