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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ CLEAN EDGE | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -61 | -1.16 | 03-31-2024 |
| ISHARES CORE US REIT ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -146 | -3.05 | 12-31-2023 |
| BLACK HILLS CORPORATION | COMMON STOCK | 3553 | $218,673 | 4,005 | 0.00 | 0.00 | -108 | -2.63 | 03-31-2024 |
| SPDR S&P SOFTWARE & SERVICES E | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,453 | +Inf | 03-31-2024 |
