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 |
|---|---|---|---|---|---|---|---|---|---|
| GLADSTONE CAPITAL CORPORATION MUTUAL FUND | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DROPBOX, INC. CLASS A | COMMON STOCK | 3102 | $298,623 | 12,289 | 0.00 | 0.00 | 8 | 0.07 | 03-31-2024 |
| INTEGER HOLDINGS CORPORATION | COMMON STOCK | 3103 | $298,584 | 2,559 | 0.00 | 0.00 | -19 | -0.74 | 03-31-2024 |
| ATLASSIAN CORP CLASS A | COMMON STOCK | 3104 | $297,919 | 1,527 | 0.00 | 0.00 | 2 | 0.13 | 03-31-2024 |
