Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 05-01-2024 03-31-2024 773 1,727,287,577
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TC ENERGY CORP COM 1001 $275,990 6,862 0.00 0.00 741 12.11 03-31-2024
REPUBLIC SVCS INC COM 1002 $275,601 1,440 0.00 0.00 25 1.77 03-31-2024
TORO CO COM 1003 $274,570 2,997 0.00 0.00 145 5.08 03-31-2024
KROGER CO COM 1004 $274,303 4,802 0.00 4,802 +Inf 03-31-2024
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