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 |
|---|---|---|---|---|---|---|---|---|---|
| PERMA-FIX ENVIRONMENTAL SVCS CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,000 | -28.57 | 12-31-2023 |
| PATTERSON COMPANIES INC CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -49 | -0.55 | 12-31-2023 |
| PVH CORP | COMMON STOCK | 3253 | $261,215 | 2,139 | 0.00 | 2,139 | +Inf | 12-31-2023 | |
| REVVITY INC | COMMON STOCK | 3254 | $261,142 | 2,389 | 0.00 | 2,389 | +Inf | 12-31-2023 |
