Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Tribridge Partners Financial LLC | 11,021 | $278 |
| ANB BANK | 8,259 | $208 |
| Bigelow Investment Advisors, LLC | 8,292 | $209 |
| Seaside Wealth Management, Inc. | 8,939 | $226 |
| NorthRock Partners, LLC | 97,838 | $2,469 |
| American Money Management, LLC | 8,704 | $220 |
| M Holdings Securities, Inc. | 21,711 | $1 |
| Millstone Evans Group, LLC | 1,678 | $42 |
| True Link Financial Advisors, LLC | 8,867 | $224 |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,469 | $138 |
| Litman Gregory Wealth Management LLC | 3,045 | $77 |
| Beacon Pointe Advisors, LLC | 10,660 | $269 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,281 | $916 |
| Triumph Capital Management | 694 | $18 |
| PITTENGER & ANDERSON INC | 1,590 | $40 |
| Root Financial Partners, LLC | 301 | $8 |
| Elyxium Wealth, LLC | 146 | $4 |
| SRS Capital Advisors, Inc. | 64 | $2 |
| GAMMA Investing LLC | 16 | $0 |
| Russell Investments Group, Ltd. | 2 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Impact Investors, Inc | 174,387 | 210,986 | +36,599 (+21.0%) |
| Milestone Investment Advisors LLC | 382,698 | 417,032 | +34,334 (+9.0%) |
| Clarity Wealth Development LLC | 120,351 | 127,177 | +6,826 (+5.7%) |
| Northland Capital Management LLC | 186,280 | 192,970 | +6,690 (+3.6%) |
| Colorado Capital Management, Inc. | 212,347 | 244,835 | +32,488 (+15.3%) |
| IMPACTfolio, LLC | 146,112 | 166,336 | +20,224 (+13.8%) |
| Integris Wealth Management, LLC | 271,202 | 274,046 | +2,844 (+1.0%) |
| SEEDS INVESTOR LLC | 158,687 | 168,151 | +9,464 (+6.0%) |
| Wescott Financial Advisory Group, LLC | 219,163 | 243,655 | +24,492 (+11.2%) |
| Decker Retirement Planning Inc. | 36,787 | 41,449 | +4,662 (+12.7%) |
| ST GERMAIN D J CO INC | 389,789 | 437,666 | +47,877 (+12.3%) |
| Bear Mountain Capital, Inc. | 147,427 | 149,407 | +1,980 (+1.3%) |
| Joel Adams & Associates, Inc. | 15,615 | 19,195 | +3,580 (+22.9%) |
| BIRCHBROOK, INC. | 36,877 | 40,346 | +3,469 (+9.4%) |
| Pine Haven Investment Counsel, Inc | 36,822 | 38,582 | +1,760 (+4.8%) |
| eCIO, Inc. | 53,224 | 55,448 | +2,224 (+4.2%) |
| Accredited Investors Inc. | 172,093 | 196,915 | +24,822 (+14.4%) |
| Brio Consultants, LLC | 117,935 | 126,830 | +8,895 (+7.5%) |
| Flagstone Financial Management | 82,991 | 86,842 | +3,851 (+4.6%) |
| EP Wealth Advisors, LLC | 469,430 | 668,484 | +199,054 (+42.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kondo Wealth Advisors, Inc. | 102,687 | 82,365 | -20,322 (-19.8%) |
| Klaas Financial Asset Advisors, LLC | 141,727 | 136,936 | -4,791 (-3.4%) |
| Dynamic Advisor Solutions LLC | 136,399 | 98,256 | -38,143 (-28.0%) |
| Arlington Financial Advisors, LLC | 164,216 | 160,039 | -4,177 (-2.5%) |
| HARBOUR INVESTMENTS, INC. | 180,208 | 145,901 | -34,307 (-19.0%) |
| Mascoma Wealth Management LLC | 8,941 | 4,258 | -4,683 (-52.4%) |
| Cherry Tree Wealth Management, LLC | 10,490 | 6,109 | -4,381 (-41.8%) |
| Armor Investment Advisors, LLC | 5,779 | 3,200 | -2,579 (-44.6%) |
| Leonard Rickey Investment Advisors P.L.L.C. | 47,090 | 44,133 | -2,957 (-6.3%) |
| Opal Wealth Advisors, LLC | 41,391 | 39,768 | -1,623 (-3.9%) |
| Aprio Wealth Management, LLC | 26,171 | 18,870 | -7,301 (-27.9%) |
| One Wealth Advisors, LLC | 22,126 | 17,526 | -4,600 (-20.8%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 20,660 | 17,203 | -3,457 (-16.7%) |
| AMERIFLEX GROUP, INC. | 2,925 | 1,485 | -1,440 (-49.2%) |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 391,542 | 377,376 | -14,166 (-3.6%) |
| ROYAL BANK OF CANADA | 977,390 | 650,500 | -326,890 (-33.4%) |
| Institute for Wealth Management, LLC. | 18,273 | 14,871 | -3,402 (-18.6%) |
| REGATTA CAPITAL GROUP, LLC | 88,733 | 87,724 | -1,009 (-1.1%) |
| One Day In July LLC | 22,119 | 18,572 | -3,547 (-16.0%) |
| Larson Financial Group LLC | 19,875 | 12,745 | -7,130 (-35.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Stanich Group LLC | 92,752 | $2,348 |
| RHS Financial, LLC | 16,253 | $411 |
| Traveka Wealth, LLC | 17,852 | $452 |
| VestGen Advisors, LLC | 23,997 | $607 |
| Grey Fox Wealth Advisors, LLC | 4,230 | $107 |
| Elm Partners Management LLC | 10,819 | $274 |
| Alesco Advisors LLC | 9,839 | $249 |
| FLOW TRADERS U.S. LLC | 22,208 | $1 |
| OneDigital Investment Advisors LLC | 10,317 | $261 |
| Kovitz Investment Group Partners, LLC | 10,111 | $256 |
| HM PAYSON & CO | 6,400 | $162 |
| &PARTNERS | 8,196 | $207 |
| GPS Wealth Strategies Group, LLC | 813 | $21 |
| SouthState Corp | 1,777 | $45 |
| ALERUS FINANCIAL NA | 452 | $11 |
| PRINCIPAL SECURITIES, INC. | 501 | $13 |
| Archer Investment Corp | 80 | $2 |
| PARK AVENUE SECURITIES LLC | 7,943 | $0 |
| Scarborough Advisors, LLC | 19 | $0 |