Institutional Owners for UBSI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BLUE TRUST INC | COM | 501 | $7,730 | 216 | 0.00 | 0.00 | -274 | -55.92 | 03-31-2024 |
| LRI INVESTMENTS LLC | Stock | 502 | $7,071 | 207 | 0.00 | 207 | +Inf | 03-31-2024 | |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 503 | $7,000 | 185 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| MAIN STREET GROUP LTD | Common Stock | 504 | $6,796,000 | 181 | 0.00 | 181 | +Inf | 12-31-2023 |
