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
CROCS INC COM Liquidated $0 0 0.00 3,135 +Inf 12-31-2023
TC ENERGY CORP COM 1002 $275,990 6,862 0.00 0.00 741 12.11 03-31-2024
REPUBLIC SVCS INC COM 1003 $275,601 1,440 0.00 0.00 25 1.77 03-31-2024
TORO CO COM 1004 $274,570 2,997 0.00 0.00 145 5.08 03-31-2024
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