Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 600 SMALL CAP GROWTH ETF | EXCHANGE TRADED FUND | 2151 | $814,183 | 9,334 | 0.00 | 0.00 | -1,423 | -13.23 | 03-31-2024 |
| BAXTER INTERNATIONAL INC. | COMMON STOCK | 2152 | $812,220 | 19,004 | 0.00 | 0.00 | 389 | 2.09 | 03-31-2024 |
| ARCHER-DANIELS-MIDLAND COMPANY | COMMON STOCK | 2153 | $809,827 | 12,893 | 0.00 | 0.00 | 727 | 5.98 | 03-31-2024 |
| NXP SEMICONDUCTORS NV | COMMON STOCK | 2154 | $799,893 | 3,228 | 0.00 | 0.00 | -17 | -0.52 | 03-31-2024 |
