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 |
|---|---|---|---|---|---|---|---|---|---|
| CION INVESTMENT CORP | MUTUAL FUND | 3451 | $228,485 | 20,202 | 0.00 | 0.00 | 9,233 | 84.17 | 12-31-2023 |
| CAESARS ENTERTAINMENT INC | COMMON STOCK | 3452 | $227,189 | 4,846 | 0.00 | 4,846 | +Inf | 12-31-2023 | |
| SELECT MEDICAL HOLDINGS CORP | COMMON STOCK | 3453 | $226,117 | 9,622 | 0.00 | 9,622 | +Inf | 12-31-2023 | |
| VEEVA SYSTEMS INC | COMMON STOCK | 3454 | $226,027 | 1,174 | 0.00 | 1,174 | +Inf | 12-31-2023 |
