Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,425 | -32.16 | 12-31-2023 |
| GOLDEN STATE EQUITY PARTNERS | COM NEW | 1202 | $796,716 | 24,099 | 0.00 | 0.00 | 18,104 | 301.98 | 09-30-2023 |
| STRATOS WEALTH PARTNERS LTD | COM NEW | 1203 | $1,075,852 | 24,068 | 0.00 | 0.00 | -2,008 | -7.70 | 03-31-2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | COM NEW | 1204 | $1,065,212 | 23,830 | 0.00 | 0.00 | -5,995 | -20.10 | 03-31-2024 |
