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On this page, we present all of the funds holding SUSB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SUSB, with a link to that fund's top holdings. The next columns
indicate the amount of SUSB stock held by each of the funds holding SUSB, followed by the SUSB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 256 funds holding SUSB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Goldman Sachs Group Inc.. For more details on the positions held by Goldman Sachs Group Inc.
(or by any of the other funds holding SUSB), click the fund name in the "Holder" column of the funds-holding-SUSB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Goldman Sachs Group Inc. | 2,580,129 | $63,162 | 12/31/2023 | SUSB | 2,580,129 | $63,162 | 12/31/2023 | Morgan Stanley | 1,075,565 | $26,330 | 12/31/2023 | SUSB | 1,075,565 | $26,330 | 12/31/2023 | First Pacific Financial | 749,429 | $18,346 | 03/31/2024 | SUSB | 749,429 | $18,346 | 03/31/2024 | Royal Bank of Canada | 681,751 | $16,689 | 12/31/2023 | SUSB | 681,751 | $16,689 | 12/31/2023 | Ameriprise Financial Inc. | 629,368 | $15,313 | 12/31/2023 | SUSB | 629,368 | $15,313 | 12/31/2023 | Envestnet Asset Management Inc. | 609,378 | $14,918 | 12/31/2023 | SUSB | 609,378 | $14,918 | 12/31/2023 | LPL Financial LLC | 591,152 | $14,471 | 12/31/2023 | SUSB | 591,152 | $14,471 | 12/31/2023 | UBS Group AG | 586,699 | $14,362 | 12/31/2023 | SUSB | 586,699 | $14,362 | 12/31/2023 | Bank of New York Mellon Corp | 559,763 | $13,703 | 03/31/2024 | SUSB | 559,763 | $13,703 | 03/31/2024 | Commonwealth Equity Services LLC | 556,337 | $13,619 | 12/31/2023 | SUSB | 556,337 | $13,619 | 12/31/2023 | Acorns Advisers LLC | 548,401 | $13,425 | 12/31/2023 | SUSB | 548,401 | $13,425 | 12/31/2023 | Wells Fargo & Company MN | 483,856 | $11,845 | 12/31/2023 | SUSB | 483,856 | $11,845 | 12/31/2023 | Private Ocean LLC | 462,192 | $11,314 | 03/31/2024 | SUSB | 462,192 | $11,314 | 03/31/2024 | Modera Wealth Management LLC | 431,526 | $10,564 | 12/31/2023 | SUSB | 431,526 | $10,564 | 12/31/2023 | Francis Financial Inc. | 388,861 | $9,519 | 03/31/2024 | SUSB | 388,861 | $9,519 | 03/31/2024 | Putnam FL Investment Management Co. | 383,390 | $9,385 | 12/31/2023 | SUSB | 383,390 | $9,385 | 12/31/2023 | Baird Financial Group Inc. | 372,320 | $9,114 | 12/31/2023 | SUSB | 372,320 | $9,114 | 12/31/2023 | EP Wealth Advisors LLC | 367,875 | $9,006 | 12/31/2023 | SUSB | 367,875 | $9,006 | 12/31/2023 | Alesco Advisors LLC | 338,255 | $8,280 | 12/31/2023 | SUSB | 338,255 | $8,280 | 12/31/2023 | Allworth Financial LP | 335,832 | $8,221 | 03/31/2024 | SUSB | 335,832 | $8,221 | 03/31/2024 | Destination Wealth Management | 327,872 | $8,026 | 12/31/2023 | SUSB | 327,872 | $8,026 | 12/31/2023 | Milestone Investment Advisors LLC | 320,620 | $7,849 | 12/31/2023 | SUSB | 320,620 | $7,849 | 12/31/2023 | Savant Capital LLC | 297,535 | $7,284 | 12/31/2023 | SUSB | 297,535 | $7,284 | 12/31/2023 | Bank of America Corp DE | 266,493 | $6,524 | 12/31/2023 | SUSB | 266,493 | $6,524 | 12/31/2023 | Dynamic Advisor Solutions LLC | 263,649 | $6,454 | 03/31/2024 | SUSB | 263,649 | $6,454 | 03/31/2024 | Integris Wealth Management LLC | 256,794 | $6,286 | 12/31/2023 | SUSB | 256,794 | $6,286 | 12/31/2023 | Perigon Wealth Management LLC | 242,244 | $5,930 | 12/31/2023 | SUSB | 242,244 | $5,930 | 12/31/2023 | LFA Lugano Financial Advisors SA | 228,105 | $5,584 | 12/31/2023 | SUSB | 228,105 | $5,584 | 12/31/2023 | ST Germain D J Co. Inc. | 220,800 | $5,405 | 03/31/2024 | SUSB | 220,800 | $5,405 | 03/31/2024 | Advisor Group Holdings Inc. | 214,550 | $5,252 | 12/31/2023 | SUSB | 214,550 | $5,252 | 12/31/2023 | Apella Capital LLC | 203,375 | $4,958 | 03/31/2024 | SUSB | 203,375 | $4,958 | 03/31/2024 | Eastern Bank | 194,223 | $4,755 | 12/31/2023 | SUSB | 194,223 | $4,755 | 12/31/2023 | OLD Mission Capital LLC | 182,596 | $4,470 | 12/31/2023 | SUSB | 182,596 | $4,470 | 12/31/2023 | Mather Group LLC. | 180,192 | $4,411 | 03/31/2024 | SUSB | 180,192 | $4,411 | 03/31/2024 | Wescott Financial Advisory Group LLC | 170,631 | $4,177 | 12/31/2023 | SUSB | 170,631 | $4,177 | 12/31/2023 | Financial Engines Advisors L.L.C. | 155,571 | $3,808 | 12/31/2023 | SUSB | 155,571 | $3,808 | 12/31/2023 | Hsbc Holdings PLC | 151,400 | $3,706 | 12/31/2023 | SUSB | 151,400 | $3,706 | 12/31/2023 | Plancorp LLC | 147,618 | $3,614 | 12/31/2023 | SUSB | 147,618 | $3,614 | 12/31/2023 | CWM LLC | 142,748 | $3,494 | 03/31/2024 | SUSB | 142,748 | $3,494 | 03/31/2024 | Harbour Investments Inc. | 142,216 | $3,481 | 12/31/2023 | SUSB | 142,216 | $3,481 | 12/31/2023 | Arlington Financial Advisors LLC | 138,787 | $3,398 | 03/31/2024 | SUSB | 138,787 | $3,398 | 03/31/2024 | Fisher Asset Management LLC | 138,287 | $3,385 | 12/31/2023 | SUSB | 138,287 | $3,385 | 12/31/2023 | Bear Mountain Capital Inc. | 138,795 | $3,362 | 03/31/2024 | SUSB | 138,795 | $3,362 | 03/31/2024 | Thrivent Financial for Lutherans | 130,968 | $3,206 | 12/31/2023 | SUSB | 130,968 | $3,206 | 12/31/2023 | Fiduciary Trust Co. | 126,862 | $3,106 | 12/31/2023 | SUSB | 126,862 | $3,106 | 12/31/2023 | Susquehanna International Group LLP | 126,547 | $3,098 | 12/31/2023 | SUSB | 126,547 | $3,098 | 12/31/2023 | Colorado Capital Management Inc. | 121,870 | $2,983 | 03/31/2024 | SUSB | 121,870 | $2,983 | 03/31/2024 | Northern Trust Corp | 104,560 | $2,560 | 12/31/2023 | SUSB | 104,560 | $2,560 | 12/31/2023 | Jane Street Group LLC | 99,589 | $2,438 | 12/31/2023 | SUSB | 99,589 | $2,438 | 12/31/2023 | Charter Oak Capital Management LLC | 99,529 | $2,436 | 03/31/2024 | SUSB | 99,529 | $2,436 | 03/31/2024 | Long Run Wealth Advisors LLC | 98,889 | $2,421 | 03/31/2024 | SUSB | 98,889 | $2,421 | 03/31/2024 | IMPACTfolio LLC | 98,675 | $2,416 | 03/31/2024 | SUSB | 98,675 | $2,416 | 03/31/2024 | Klaas Financial Asset Advisors LLC | 92,633 | $2,268 | 03/31/2024 | SUSB | 92,633 | $2,268 | 03/31/2024 | Halbert Hargrove Global Advisors LLC | 91,483 | $2,239 | 03/31/2024 | SUSB | 91,483 | $2,239 | 03/31/2024 | Adroit Compliance LLC | 86,736 | $2,123 | 12/31/2023 | SUSB | 86,736 | $2,123 | 12/31/2023 | Flagstone Financial Management | 84,462 | $2,068 | 12/31/2023 | SUSB | 84,462 | $2,068 | 12/31/2023 | Summit Wealth Group LLC | 84,176 | $2,061 | 12/31/2023 | SUSB | 84,176 | $2,061 | 12/31/2023 | HighTower Advisors LLC | 83,824 | $2,053 | 12/31/2023 | SUSB | 83,824 | $2,053 | 12/31/2023 | Payden & Rygel | 82,849 | $2,028 | 12/31/2023 | SUSB | 82,849 | $2,028 | 12/31/2023 | Franklin Resources Inc. | 80,405 | $1,968 | 12/31/2023 | SUSB | 80,405 | $1,968 | 12/31/2023 | Better Money Decisions LLC | 80,163 | $1,962 | 12/31/2023 | SUSB | 80,163 | $1,962 | 12/31/2023 | Accredited Investors Inc. | 79,916 | $1,956 | 12/31/2023 | SUSB | 79,916 | $1,956 | 12/31/2023 | Strategic Point Investment Advisors LLC | 78,685 | $1,926 | 12/31/2023 | SUSB | 78,685 | $1,926 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 78,066 | $1,911 | 12/31/2023 | SUSB | 78,066 | $1,911 | 12/31/2023 | Brookstone Capital Management | 77,337 | $1,893 | 03/31/2024 | SUSB | 77,337 | $1,893 | 03/31/2024 | Brio Consultants LLC | 77,244 | $1,891 | 12/31/2023 | SUSB | 77,244 | $1,891 | 12/31/2023 | Regatta Capital Group LLC | 73,661 | $1,803 | 03/31/2024 | SUSB | 73,661 | $1,803 | 03/31/2024 | Abacus Wealth Partners LLC | 71,816 | $1,758 | 03/31/2024 | SUSB | 71,816 | $1,758 | 03/31/2024 | Omega Financial Group LLC | 71,652 | $1,754 | 03/31/2024 | SUSB | 71,652 | $1,754 | 03/31/2024 | SageView Advisory Group LLC | 70,257 | $1,721 | 12/31/2023 | SUSB | 70,257 | $1,721 | 12/31/2023 | Fortis Capital Management LLC | 69,216 | $1,694 | 12/31/2023 | SUSB | 69,216 | $1,694 | 12/31/2023 | CI Private Wealth LLC | 68,664 | $1,681 | 12/31/2023 | SUSB | 68,664 | $1,681 | 12/31/2023 | CENTRAL TRUST Co | 67,966 | $1,664 | 03/31/2024 | SUSB | 67,966 | $1,664 | 03/31/2024 | Parkside Advisors LLC | 66,767 | $1,634 | 03/31/2024 | SUSB | 66,767 | $1,634 | 03/31/2024 | Staley Capital Advisers Inc. | 65,000 | $1,591 | 12/31/2023 | SUSB | 65,000 | $1,591 | 12/31/2023 | Bartlett & Co. LLC | 63,876 | $1,564 | 12/31/2023 | SUSB | 63,876 | $1,564 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 63,876 | $1,564 | 12/31/2023 | SUSB | 63,876 | $1,564 | 12/31/2023 | One Capital Management LLC | 61,883 | $1,515 | 12/31/2023 | SUSB | 61,883 | $1,515 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 61,861 | $1,514 | 03/31/2024 | SUSB | 61,861 | $1,514 | 03/31/2024 | Mascoma Wealth Management LLC | 61,460 | $1,505 | 12/31/2023 | SUSB | 61,460 | $1,505 | 12/31/2023 | Fort Point Capital Partners LLC | 61,128 | $1,496 | 12/31/2023 | SUSB | 61,128 | $1,496 | 12/31/2023 | Advisory Services Network LLC | 60,943 | $1,492 | 12/31/2023 | SUSB | 60,943 | $1,492 | 12/31/2023 | Levy Wealth Management Group LLC | 60,611 | $1,484 | 03/31/2024 | SUSB | 60,611 | $1,484 | 03/31/2024 | Cardinal Point Capital Management ULC | 59,413 | $1,454 | 03/31/2024 | SUSB | 59,413 | $1,454 | 03/31/2024 | Stifel Financial Corp | 54,957 | $1,345 | 12/31/2023 | SUSB | 54,957 | $1,345 | 12/31/2023 | Wade G W & Inc. | 50,330 | $1,232 | 12/31/2023 | SUSB | 50,330 | $1,232 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 50,149 | $1,228 | 03/31/2024 | SUSB | 50,149 | $1,228 | 03/31/2024 | Sequoia Financial Advisors LLC | 49,988 | $1,224 | 12/31/2023 | SUSB | 49,988 | $1,224 | 12/31/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 49,290 | $1,207 | 03/31/2024 | SUSB | 49,290 | $1,207 | 03/31/2024 | Affinity Capital Advisors LLC | 48,772 | $1,194 | 03/31/2024 | SUSB | 48,772 | $1,194 | 03/31/2024 | JNBA Financial Advisors | 48,296 | $1,182 | 03/31/2024 | SUSB | 48,296 | $1,182 | 03/31/2024 | Cetera Advisor Networks LLC | 48,103 | $1,178 | 12/31/2023 | SUSB | 48,103 | $1,178 | 12/31/2023 | Equitable Holdings Inc. | 46,186 | $1,131 | 12/31/2023 | SUSB | 46,186 | $1,131 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 44,000 | $1,077 | 12/31/2023 | SUSB | 44,000 | $1,077 | 12/31/2023 | Cantor Fitzgerald Investment Adviser L.P. | 42,979 | $1,052 | 12/31/2023 | SUSB | 42,979 | $1,052 | 12/31/2023 | Willow Creek Wealth Management Inc. | 42,631 | $1,044 | 12/31/2023 | SUSB | 42,631 | $1,044 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 41,697 | $1,021 | 03/31/2024 | SUSB | 41,697 | $1,021 | 03/31/2024 | United Capital Financial Advisers LLC | 41,038 | $1,005 | 12/31/2023 | SUSB | 41,038 | $1,005 | 12/31/2023 | Sowell Financial Services LLC | 41,014 | $1,004 | 12/31/2023 | SUSB | 41,014 | $1,004 | 12/31/2023 | Aprio Wealth Management LLC | 40,078 | $981 | 03/31/2024 | SUSB | 40,078 | $981 | 03/31/2024 | Valeo Financial Advisors LLC | 40,282 | $977 | 03/31/2024 | SUSB | 40,282 | $977 | 03/31/2024 | Clarity Asset Management Inc. | 39,433 | $965 | 12/31/2023 | SUSB | 39,433 | $965 | 12/31/2023 | JPMorgan Chase & Co. | 37,174 | $910 | 12/31/2023 | SUSB | 37,174 | $910 | 12/31/2023 | Garrett Investment Advisors LLC | 37,050 | $907 | 03/31/2024 | SUSB | 37,050 | $907 | 03/31/2024 | Blair William & Co. IL | 37,000 | $906 | 12/31/2023 | SUSB | 37,000 | $906 | 12/31/2023 | Albion Financial Group UT | 35,619 | $872 | 03/31/2024 | SUSB | 35,619 | $872 | 03/31/2024 | Grand Wealth Management LLC | 35,462 | $868 | 12/31/2023 | SUSB | 35,462 | $868 | 12/31/2023 | Private Wealth Management Group LLC | 35,300 | $864 | 12/31/2023 | SUSB | 35,300 | $864 | 12/31/2023 | Opal Wealth Advisors LLC | 35,240 | $863 | 03/31/2024 | SUSB | 35,240 | $863 | 03/31/2024 | Braun Bostich & Associates Inc. | 33,960 | $831 | 12/31/2023 | SUSB | 33,960 | $831 | 12/31/2023 | Boston Financial Mangement LLC | 32,595 | $798 | 12/31/2023 | SUSB | 32,595 | $798 | 12/31/2023 | Litman Gregory Asset Management LLC | 32,405 | $793 | 12/31/2023 | SUSB | 32,405 | $793 | 12/31/2023 | Cetera Investment Advisers | 31,656 | $775 | 12/31/2023 | SUSB | 31,656 | $775 | 12/31/2023 | Fairview Capital Investment Management LLC | 31,600 | $774 | 12/31/2023 | SUSB | 31,600 | $774 | 12/31/2023 | DAVENPORT & Co LLC | 30,903 | $757 | 12/31/2023 | SUSB | 30,903 | $757 | 12/31/2023 | Rockefeller Capital Management L.P. | 30,012 | $735 | 12/31/2023 | SUSB | 30,012 | $735 | 12/31/2023 | Level Financial Advisors Inc. | 29,920 | $732 | 03/31/2024 | SUSB | 29,920 | $732 | 03/31/2024 | PrairieView Partners LLC | 29,397 | $720 | 12/31/2023 | SUSB | 29,397 | $720 | 12/31/2023 | Pine Haven Investment Counsel Inc | 28,786 | $705 | 03/31/2024 | SUSB | 28,786 | $705 | 03/31/2024 | UMB Bank N A MO | 27,781 | $680 | 03/31/2024 | SUSB | 27,781 | $680 | 03/31/2024 | Whittier Trust Co. | 25,903 | $634 | 12/31/2023 | SUSB | 25,903 | $634 | 12/31/2023 | VERITY Wealth Advisors | 25,716 | $630 | 03/31/2024 | SUSB | 25,716 | $630 | 03/31/2024 | One Day In July LLC | 25,695 | $629 | 03/31/2024 | SUSB | 25,695 | $629 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 25,418 | $622 | 12/31/2023 | SUSB | 25,418 | $622 | 12/31/2023 | Johnson Bixby & Associates LLC | 24,830 | $608 | 03/31/2024 | SUSB | 24,830 | $608 | 03/31/2024 | Orion Portfolio Solutions LLC | 24,045 | $587 | 12/31/2023 | SUSB | 24,045 | $587 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 23,781 | $582 | 03/31/2024 | SUSB | 23,781 | $582 | 03/31/2024 | Buckingham Strategic Partners | 23,694 | $580 | 12/31/2023 | SUSB | 23,694 | $580 | 12/31/2023 | BKD Wealth Advisors LLC | 23,184 | $568 | 03/31/2024 | SUSB | 23,184 | $568 | 03/31/2024 | Larson Financial Group LLC | 22,344 | $547 | 12/31/2023 | SUSB | 22,344 | $547 | 12/31/2023 | Ameritas Investment Partners Inc. | 21,966 | $538 | 12/31/2023 | SUSB | 21,966 | $538 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 21,854 | $535 | 12/31/2023 | SUSB | 21,854 | $535 | 12/31/2023 | Cable Hill Partners LLC | 21,740 | $531 | 12/31/2023 | SUSB | 21,740 | $531 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 21,488 | $526 | 12/31/2023 | SUSB | 21,488 | $526 | 12/31/2023 | Raymond James & Associates | 21,318 | $522 | 03/31/2024 | SUSB | 21,318 | $522 | 03/31/2024 | Bangor Savings Bank | 20,910 | $512 | 03/31/2024 | SUSB | 20,910 | $512 | 03/31/2024 | Hardy Reed LLC | 20,748 | $508 | 12/31/2023 | SUSB | 20,748 | $508 | 12/31/2023 | RFG Advisory LLC | 20,529 | $503 | 03/31/2024 | SUSB | 20,529 | $503 | 03/31/2024 | Baystate Wealth Management LLC | 20,445 | $501 | 12/31/2023 | SUSB | 20,445 | $501 | 12/31/2023 | Tradition Wealth Management LLC | 20,416 | $500 | 12/31/2023 | SUSB | 20,416 | $500 | 12/31/2023 | Schmidt P J Investment Management Inc. | 19,518 | $478 | 03/31/2024 | SUSB | 19,518 | $478 | 03/31/2024 | Arrow Financial Corp | 19,180 | $470 | 12/31/2023 | SUSB | 19,180 | $470 | 12/31/2023 | Atria Wealth Solutions Inc. | 19,050 | $466 | 12/31/2023 | SUSB | 19,050 | $466 | 12/31/2023 | Assetmark Inc. | 18,854 | $462 | 12/31/2023 | SUSB | 18,854 | $462 | 12/31/2023 | Kestra Advisory Services LLC | 18,348 | $449 | 12/31/2023 | SUSB | 18,348 | $449 | 12/31/2023 | Rehmann Capital Advisory Group | 18,288 | $448 | 12/31/2023 | SUSB | 18,288 | $448 | 12/31/2023 | Legacy Financial Advisors Inc. | 18,135 | $444 | 12/31/2023 | SUSB | 18,135 | $444 | 12/31/2023 | Goepper Burkhardt LLC | 18,000 | $439 | 12/31/2023 | SUSB | 18,000 | $439 | 12/31/2023 | Shotwell Rutter Baer Inc | 17,285 | $421 | 03/31/2024 | SUSB | 17,285 | $421 | 03/31/2024 | MML Investors Services LLC | 16,957 | $415 | 12/31/2023 | SUSB | 16,957 | $415 | 12/31/2023 | CX Institutional | 16,904 | $413 | 03/31/2024 | SUSB | 16,904 | $413 | 03/31/2024 | Nottingham Advisors Inc. | 16,446 | $403 | 12/31/2023 | SUSB | 16,446 | $403 | 12/31/2023 | Financial Gravity Asset Management Inc. | 16,226 | $397 | 12/31/2023 | SUSB | 16,226 | $397 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 16,120 | $395 | 12/31/2023 | SUSB | 16,120 | $395 | 12/31/2023 | Presilium Private Wealth LLC | 16,129 | $395 | 12/31/2023 | SUSB | 16,129 | $395 | 12/31/2023 | Private Advisor Group LLC | 15,555 | $381 | 12/31/2023 | SUSB | 15,555 | $381 | 12/31/2023 | Arbor Trust Wealth Advisors LLC | 15,429 | $374 | 03/31/2024 | SUSB | 15,429 | $374 | 03/31/2024 | Financial Advocates Investment Management | 15,108 | $370 | 12/31/2023 | SUSB | 15,108 | $370 | 12/31/2023 | Resonant Capital Advisors LLC | 14,936 | $366 | 12/31/2023 | SUSB | 14,936 | $366 | 12/31/2023 | American Capital Advisory LLC | 14,936 | $366 | 12/31/2023 | SUSB | 14,936 | $366 | 12/31/2023 | Bank of Montreal Can | 13,915 | $362 | 12/31/2023 | SUSB | 13,915 | $362 | 12/31/2023 | Truist Financial Corp | 14,474 | $354 | 12/31/2023 | SUSB | 14,474 | $354 | 12/31/2023 | Blue Edge Capital LLC | 14,356 | $351 | 12/31/2023 | SUSB | 14,356 | $351 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,355 | $351 | 12/31/2023 | SUSB | 14,355 | $351 | 12/31/2023 | Truefg LLC | 14,108 | $345 | 03/31/2024 | SUSB | 14,108 | $345 | 03/31/2024 | Marshall Financial Group LLC | 13,859 | $339 | 03/31/2024 | SUSB | 13,859 | $339 | 03/31/2024 | Buckingham Capital Management Inc. | 13,300 | $326 | 03/31/2024 | SUSB | 13,300 | $326 | 03/31/2024 | GWM Advisors LLC | 13,323 | $326 | 12/31/2023 | SUSB | 13,323 | $326 | 12/31/2023 | Ally Invest Advisors Inc. | 13,287 | $325 | 12/31/2023 | SUSB | 13,287 | $325 | 12/31/2023 | STA Wealth Management LLC | 13,023 | $319 | 12/31/2023 | SUSB | 13,023 | $319 | 12/31/2023 | Institutional & Family Asset Management LLC | 12,952 | $317 | 12/31/2023 | SUSB | 12,952 | $317 | 12/31/2023 | Diversified Portfolios Inc. | 12,895 | $316 | 12/31/2023 | SUSB | 12,895 | $316 | 12/31/2023 | Bridgeworth LLC | 12,567 | $308 | 12/31/2023 | SUSB | 12,567 | $308 | 12/31/2023 | Betterment LLC | 12,504 | $306 | 12/31/2023 | SUSB | 12,504 | $306 | 12/31/2023 | RHS Financial LLC | 12,417 | $304 | 03/31/2024 | SUSB | 12,417 | $304 | 03/31/2024 | Valley National Advisers Inc. | 12,418 | $303 | 03/31/2024 | SUSB | 12,418 | $303 | 03/31/2024 | Cherry Tree Wealth Management LLC | 12,245 | $300 | 12/31/2023 | SUSB | 12,245 | $300 | 12/31/2023 | Beacon Pointe Advisors LLC | 12,220 | $299 | 12/31/2023 | SUSB | 12,220 | $299 | 12/31/2023 | Creative Capital Management Investments LLC | 12,175 | $298 | 03/31/2024 | SUSB | 12,175 | $298 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 11,933 | $292 | 12/31/2023 | SUSB | 11,933 | $292 | 12/31/2023 | Cetera Advisors LLC | 11,785 | $289 | 12/31/2023 | SUSB | 11,785 | $289 | 12/31/2023 | Continuum Advisory LLC | 11,634 | $285 | 12/31/2023 | SUSB | 11,634 | $285 | 12/31/2023 | Fingerlakes Wealth Management Inc. | 11,426 | $280 | 03/31/2024 | SUSB | 11,426 | $280 | 03/31/2024 | Berger Financial Group Inc | 11,337 | $278 | 03/31/2024 | SUSB | 11,337 | $278 | 03/31/2024 | LexAurum Advisors LLC | 11,299 | $277 | 03/31/2024 | SUSB | 11,299 | $277 | 03/31/2024 | PFG Advisors | 11,289 | $276 | 12/31/2023 | SUSB | 11,289 | $276 | 12/31/2023 | Bigelow Investment Advisors LLC | 11,092 | $272 | 12/31/2023 | SUSB | 11,092 | $272 | 12/31/2023 | Gould Asset Management LLC CA | 10,935 | $268 | 12/31/2023 | SUSB | 10,935 | $268 | 12/31/2023 | WCG Wealth Advisors LLC | 10,797 | $264 | 12/31/2023 | SUSB | 10,797 | $264 | 12/31/2023 | Armor Investment Advisors LLC | 10,413 | $255 | 03/31/2024 | SUSB | 10,413 | $255 | 03/31/2024 | Captrust Financial Advisors | 10,333 | $253 | 12/31/2023 | SUSB | 10,333 | $253 | 12/31/2023 | Trustmark National Bank Trust Department | 10,168 | $249 | 12/31/2023 | SUSB | 10,168 | $249 | 12/31/2023 | Kelman Lazarov Inc. | 9,660 | $236 | 12/31/2023 | SUSB | 9,660 | $236 | 12/31/2023 | Exchange Bank | 9,461 | $232 | 03/31/2024 | SUSB | 9,461 | $232 | 03/31/2024 | Wells Financial Advisors INC | 9,370 | $229 | 12/31/2023 | SUSB | 9,370 | $229 | 12/31/2023 | Orion Capital Management LLC | 9,338 | $229 | 12/31/2023 | SUSB | 9,338 | $229 | 12/31/2023 | 4Thought Financial Group Inc. | 8,865 | $217 | 03/31/2024 | SUSB | 8,865 | $217 | 03/31/2024 | AGF Management Ltd. | 8,630 | $211 | 12/31/2023 | SUSB | 8,630 | $211 | 12/31/2023 | US Financial Advisors LLC | 8,617 | $211 | 12/31/2023 | SUSB | 8,617 | $211 | 12/31/2023 | Retirement Income Solutions Inc | 8,586 | $210 | 12/31/2023 | SUSB | 8,586 | $210 | 12/31/2023 | Headinvest LLC | 8,538 | $209 | 12/31/2023 | SUSB | 8,538 | $209 | 12/31/2023 | Western Wealth Management LLC | 8,504 | $208 | 12/31/2023 | SUSB | 8,504 | $208 | 12/31/2023 | Essential Planning LLC. | 8,271 | $202 | 12/31/2023 | SUSB | 8,271 | $202 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 8,203 | $201 | 12/31/2023 | SUSB | 8,203 | $201 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 7,755 | $190 | 12/31/2023 | SUSB | 7,755 | $190 | 12/31/2023 | Evergreen Private Wealth LLC | 7,585 | $186 | 03/31/2024 | SUSB | 7,585 | $186 | 03/31/2024 | Signature Resources Capital Management LLC | 7,503 | $184 | 03/31/2024 | SUSB | 7,503 | $184 | 03/31/2024 | Private Trust Co. NA | 7,260 | $178 | 03/31/2024 | SUSB | 7,260 | $178 | 03/31/2024 | HM Payson & Co. | 6,400 | $157 | 12/31/2023 | SUSB | 6,400 | $157 | 12/31/2023 | Proequities Inc. | 6,169 | $151 | 12/31/2023 | SUSB | 6,169 | $151 | 12/31/2023 | Citigroup Inc. | 5,450 | $133 | 12/31/2023 | SUSB | 5,450 | $133 | 12/31/2023 | The PNC Financial Services Group Inc. | 5,204 | $127 | 12/31/2023 | SUSB | 5,204 | $127 | 12/31/2023 | Ancora Advisors LLC | 4,297 | $105 | 12/31/2023 | SUSB | 4,297 | $105 | 12/31/2023 | BlackRock Inc. | 4,022 | $98 | 12/31/2023 | SUSB | 4,022 | $98 | 12/31/2023 | Deutsche Bank AG | 3,843 | $94 | 12/31/2023 | SUSB | 3,843 | $94 | 12/31/2023 | Running Point Capital Advisors LLC | 3,703 | $91 | 12/31/2023 | SUSB | 3,703 | $91 | 12/31/2023 | Sachetta LLC | 3,705 | $91 | 12/31/2023 | SUSB | 3,705 | $91 | 12/31/2023 | Front Row Advisors LLC | 3,300 | $81 | 12/31/2023 | SUSB | 3,300 | $81 | 12/31/2023 | WealthShield Partners LLC | 3,144 | $77 | 12/31/2023 | SUSB | 3,144 | $77 | 12/31/2023 | AdvisorNet Financial Inc | 3,100 | $76 | 03/31/2024 | SUSB | 3,100 | $76 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 3,056 | $75 | 12/31/2023 | SUSB | 3,056 | $75 | 12/31/2023 | AllSquare Wealth Management LLC | 3,080 | $75 | 12/31/2023 | SUSB | 3,080 | $75 | 12/31/2023 | Johnson Financial Group Inc. | 2,953 | $72 | 12/31/2023 | SUSB | 2,953 | $72 | 12/31/2023 | Morton Brown Family Wealth LLC | 2,719 | $67 | 03/31/2024 | SUSB | 2,719 | $67 | 03/31/2024 | HBC Financial Services PLLC | 2,379 | $58 | 12/31/2023 | SUSB | 2,379 | $58 | 12/31/2023 | JJJ Advisors Inc. | 2,288 | $56 | 03/31/2024 | SUSB | 2,288 | $56 | 03/31/2024 | Gould Capital LLC | 2,097 | $51 | 12/31/2023 | SUSB | 2,097 | $51 | 12/31/2023 | Sunbelt Securities Inc. | 1,878 | $46 | 03/31/2024 | SUSB | 1,878 | $46 | 03/31/2024 | Rockbridge Investment Management LCC | 1,605 | $39 | 12/31/2023 | SUSB | 1,605 | $39 | 12/31/2023 | Comerica Bank | 1,409 | $34 | 12/31/2023 | SUSB | 1,409 | $34 | 12/31/2023 | Able Wealth Management LLC | 844 | $21 | 12/31/2023 | SUSB | 844 | $21 | 12/31/2023 | Smartleaf Asset Management LLC | 801 | $20 | 12/31/2023 | SUSB | 801 | $20 | 12/31/2023 | CVA Family Office LLC | 781 | $19 | 03/31/2024 | SUSB | 781 | $19 | 03/31/2024 | Lee Financial Co | 705 | $17 | 12/31/2023 | SUSB | 705 | $17 | 12/31/2023 | GPS Wealth Strategies Group LLC | 677 | $17 | 12/31/2023 | SUSB | 677 | $17 | 12/31/2023 | Spire Wealth Management | 645 | $16 | 03/31/2024 | SUSB | 645 | $16 | 03/31/2024 | DT Investment Partners LLC | 556 | $14 | 12/31/2023 | SUSB | 556 | $14 | 12/31/2023 | Farther Finance Advisors LLC | 552 | $14 | 12/31/2023 | SUSB | 552 | $14 | 12/31/2023 | Principal Securities Inc. | 445 | $11 | 12/31/2023 | SUSB | 445 | $11 | 12/31/2023 | Your Advocates Ltd. LLP | 401 | $10 | 12/31/2023 | SUSB | 401 | $10 | 12/31/2023 | Community Bank N.A. | 350 | $9 | 12/31/2023 | SUSB | 350 | $9 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 320 | $8 | 12/31/2023 | SUSB | 320 | $8 | 12/31/2023 | Penserra Capital Management LLC | 304 | $7 | 12/31/2023 | SUSB | 304 | $7 | 12/31/2023 | Steward Partners Investment Advisory LLC | 266 | $7 | 12/31/2023 | SUSB | 266 | $7 | 12/31/2023 | VisionPoint Advisory Group LLC | 233 | $6 | 12/31/2023 | SUSB | 233 | $6 | 12/31/2023 | National Bank of Canada FI | 200 | $5 | 12/31/2023 | SUSB | 200 | $5 | 12/31/2023 | Woodmont Investment Counsel LLC | 178 | $4 | 03/31/2024 | SUSB | 178 | $4 | 03/31/2024 | Coston McIsaac & Partners | 164 | $4 | 03/31/2024 | SUSB | 164 | $4 | 03/31/2024 | Parallel Advisors LLC | 171 | $4 | 12/31/2023 | SUSB | 171 | $4 | 12/31/2023 | Global Retirement Partners LLC | 130 | $3 | 03/31/2024 | SUSB | 130 | $3 | 03/31/2024 | Pittenger & Anderson Inc. | 105 | $3 | 12/31/2023 | SUSB | 105 | $3 | 12/31/2023 | Tower Research Capital LLC TRC | 120 | $3 | 12/31/2023 | SUSB | 120 | $3 | 12/31/2023 | Bogart Wealth LLC | 77 | $2 | 03/31/2024 | SUSB | 77 | $2 | 03/31/2024 | BNP Paribas Arbitrage SA | 96 | $2 | 12/31/2023 | SUSB | 96 | $2 | 12/31/2023 | ICA Group Wealth Management LLC | 72 | $2 | 12/31/2023 | SUSB | 72 | $2 | 12/31/2023 | Winthrop Capital Management LLC | 41 | $1 | 12/31/2023 | SUSB | 41 | $1 | 12/31/2023 | FMR LLC | 2 | $0 | 12/31/2023 | SUSB | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SUSB
See Details: Top 10 Hedge Funds Holding SUSB
Also See: SUSB Holdings Changes
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