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 |
|---|---|---|---|---|---|---|---|---|---|
| AXOGEN, INC. | COMMON STOCK | 3751 | $177,564 | 22,003 | 0.00 | 0.00 | -133 | -0.60 | 03-31-2024 |
| AMCOR PLC | COMMON STOCK | 3752 | $171,513 | 18,035 | 0.00 | 0.00 | -4,029 | -18.26 | 03-31-2024 |
| GLADSTONE COMMERCIAL CORPORATION | COMMON STOCK | 3753 | $170,564 | 12,324 | 0.00 | 0.00 | -227 | -1.81 | 03-31-2024 |
| ELME COMMUNITIES | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 11,468 | +Inf | 03-31-2024 |
