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 |
|---|---|---|---|---|---|---|---|---|---|
| CUBESMART | COMMON STOCK | 3351 | $243,866 | 5,261 | 0.00 | 0.00 | -2,165 | -29.15 | 12-31-2023 |
| ISHARES TRUST - ISHARES U.S. OIL & GAS EXP & PRODUCT ETF ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 2,470 | +Inf | 12-31-2023 | |
| PINNACLE FINANCIAL PARTNERS IN | COMMON STOCK | 3353 | $240,466 | 2,757 | 0.00 | 2,757 | +Inf | 12-31-2023 | |
| CADENCE BANK | COMMON STOCK | 3354 | $240,448 | 8,126 | 0.00 | 8,126 | +Inf | 12-31-2023 |
