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 |
|---|---|---|---|---|---|---|---|---|---|
| ICON PLC | COMMON STOCK | 2451 | $559,063 | 1,975 | 0.00 | 0.00 | 783 | 65.69 | 12-31-2023 |
| ALLY FINANCIAL INC | COMMON STOCK | 2452 | $556,415 | 15,934 | 0.00 | 0.00 | -2,840 | -15.13 | 12-31-2023 |
| AVERY DENNISON CORP | COMMON STOCK | 2453 | $554,323 | 2,742 | 0.00 | 2,742 | +Inf | 12-31-2023 | |
| FIRST TRUST VALUE LINE DIVIDEN | EXCHANGE TRADED FUND | 2454 | $553,947 | 13,657 | 0.00 | 0.00 | -718 | -4.99 | 12-31-2023 |
