HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing USTB Share Count | ||||
| CWM LLC | 160 | 10,213 | +10,053 | +6283.12% |
| Raymond James Financial Services Advisors Inc. | 32,288 | 111,494 | +79,206 | +245.31% |
| Private Advisor Group LLC | 12,021 | 36,313 | +24,292 | +202.08% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,922 | 24,446 | +15,524 | +174.00% |
| Nations Financial Group Inc. IA ADV | 6,412 | 17,045 | +10,633 | +165.83% |
| Sigma Planning Corp | 6,585 | 15,969 | +9,384 | +142.51% |
| Zimmermann Investment Management & Planning LLC | 13,133 | 27,557 | +14,424 | +109.83% |
| Householder Group Estate & Retirement Specialist LLC | 6,750 | 11,230 | +4,480 | +66.37% |
| Darrow Company Inc. | 32,777 | 44,934 | +12,157 | +37.09% |
| Cambridge Investment Research Advisors Inc. | 25,037 | 31,841 | +6,804 | +27.18% |
| Aspire Wealth Management Corp | 3,481 | 4,139 | +658 | +18.90% |
| Daymark Wealth Partners LLC | 11,883 | 14,127 | +2,244 | +18.88% |
| Masso Torrence Wealth Management Inc. | 72,654 | 79,363 | +6,709 | +9.23% |
| Proequities Inc. | 17,191 | 18,745 | +1,554 | +9.04% |
| Toth Financial Advisory Corp | 149,150 | 157,975 | +8,825 | +5.92% |
| Raymond James & Associates | 103,960 | 107,418 | +3,458 | +3.33% |
| Creative Financial Designs Inc. ADV | 134,291 | 136,848 | +2,557 | +1.90% |
| 13F Filers Reporting New Positions In USTB | ||||
| Commonwealth Equity Services LLC | 0 | 84,616 | +84,616 | +100% |
| Hartline Investment Corp | 0 | 24,446 | +24,446 | +100% |
| Mainstay Capital Management LLC ADV | 0 | 6,824 | +6,824 | +100% |
| Mather Group LLC. | 0 | 131 | +131 | +100% |
| MV Capital Management Inc. | 0 | 169 | +169 | +100% |
| REDW Wealth LLC | 0 | 9,270 | +9,270 | +100% |
| Prairieview Wealth Partners LLC | 0 | 213,183 | +213,183 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 166 | 166 | UNCH | 0.00% |
| Victory Capital Management Inc. | 4,231,845 | 4,231,845 | UNCH | 0.00% |
| Private Trust Co. NA | 1,159 | 1,159 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 5,403 | 5,403 | UNCH | 0.00% |
| Versant Capital Management Inc | 10 | 10 | UNCH | 0.00% |
| 13F Filers Decreasing USTB Share Count | ||||
| Amplius Wealth Advisors LLC | 254,738 | 162,168 | -92,570 | -36.34% |
| Patriot Financial Group Insurance Agency LLC | 6,316 | 5,616 | -700 | -11.08% |
| Elk River Wealth Management LLC | 31,503 | 29,514 | -1,989 | -6.31% |
| Money Concepts Capital Corp | 24,172 | 22,651 | -1,521 | -6.29% |
| Legacy CG LLC | 296,411 | 282,134 | -14,277 | -4.82% |
| Burt Wealth Advisors | 5,720 | 5,669 | -51 | -0.89% |
| 13F Filers Exiting USTB | ||||
| Oxinas Partners Wealth Management LLC | 4,157 | 0 | -4,157 | -100.00% |
See Summary: Institutional Holders of USTB
See Details: Top 10 Hedge Funds Holding USTB
