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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX ENERGY, INC. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.02 | 12-31-2023 |
| UNITED MICROELECTRONICS CORP. SPONSORED ADR | COMMON STOCK | 3852 | $88,068 | 10,886 | 0.00 | 0.00 | 347 | 3.29 | 03-31-2024 |
| OIL STATES INTERNATIONAL, INC. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 10,369 | +Inf | 12-31-2023 | |
| SOUTHWESTERN ENERGY COMPANY | COMMON STOCK | 3854 | $86,723 | 11,441 | 0.00 | 0.00 | -682 | -5.63 | 03-31-2024 |
