Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LABORATORY CORP OF AMERICA HOL | COMMON STOCK | 1551 | $1,794,295 | 7,894 | 0.00 | 0.00 | -11,556 | -59.41 | 12-31-2023 |
| DISCOVER FINANCIAL SERVICES | COMMON STOCK | 1552 | $1,789,141 | 15,918 | 0.00 | 0.00 | 8,966 | 128.97 | 12-31-2023 |
| CITIGROUP INC | COMMON STOCK | 1553 | $1,787,461 | 34,748 | 0.00 | 0.00 | -9,722 | -21.86 | 12-31-2023 |
| RPM INTERNATIONAL INC | COMMON STOCK | 1554 | $1,786,638 | 16,005 | 0.00 | 0.00 | 1,087 | 7.29 | 12-31-2023 |
