Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ESSEX SAVINGS BANK | COMMON STOCK | 1551 | $505,605 | 11,685 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GREAT WATERS WEALTH MANAGEMENT | COM NEW | 1552 | $496,923 | 11,624 | 0.00 | 0.00 | 143 | 1.25 | 12-31-2023 |
| STRATOS WEALTH ADVISORS LLC | COM NEW | 1553 | $519,118 | 11,613 | 0.00 | 0.00 | -35,321 | -75.26 | 03-31-2024 |
| KEYSTONE FINANCIAL GROUP | Common Stock | 1554 | $515,543 | 11,533 | 0.00 | 0.00 | -177 | -1.51 | 03-31-2024 |
