Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FORBES J M & CO LLP | COM | 1451 | $460,000 | 13,909 | 0.06 | 0.07 | 0 | 0.00 | 06-30-2023 |
| GENEOS WEALTH MANAGEMENT INC | COM NEW | 1452 | $617,530 | 13,815 | 0.00 | 0.00 | 169 | 1.24 | 03-31-2024 |
| CIC WEALTH LLC | COM NEW | 1453 | $617,479 | 13,814 | 0.00 | 0.00 | -3,329 | -19.42 | 03-31-2024 |
| JUMP FINANCIAL LLC | Common Stock | 1454 | $616,190 | 13,785 | 0.00 | 0.00 | -22,124 | -61.61 | 03-31-2024 |
