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 |
|---|---|---|---|---|---|---|---|---|---|
| SAIA INC | COMMON STOCK | 3201 | $270,820 | 618 | 0.00 | 618 | +Inf | 12-31-2023 | |
| BROOKFIELD CORP | COMMON STOCK | 3202 | $270,770 | 6,749 | 0.00 | 0.00 | -58,881 | -89.72 | 12-31-2023 |
| CHUNGHWA TELECOM CO LTD | COMMON STOCK | 3203 | $270,599 | 6,926 | 0.00 | 6,926 | +Inf | 12-31-2023 | |
| HOME BANCSHARES INC/AR | COMMON STOCK | 3204 | $270,195 | 10,667 | 0.00 | 0.00 | 667 | 6.67 | 12-31-2023 |
