Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ANNAPOLIS FINANCIAL SERVICES LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BARRETT & COMPANY INC | COM NEW | 2702 | $12,984 | 300 | 0.00 | 0.00 | -350 | -53.85 | 12-31-2023 |
| SALEM INVESTMENT COUNSELORS INC | COM NEW | 2703 | $13,377 | 296 | 0.00 | 0.00 | -196 | -39.84 | 03-31-2024 |
| ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM NEW | 2704 | $17,000 | 295 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
