Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TIMESCALE FINANCIAL INC 07-26-2023 06-30-2023 628 463,172,986
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MANULIFE FINL CORP COM 651 $12,027 636 0.00 636 +Inf 06-30-2023
WEC ENERGY GROUP INC COM 652 $11,870 135 0.00 135 +Inf 06-30-2023
VANGUARD BD INDEX FDS SHORT TRM BOND 653 $11,860 157 0.00 157 +Inf 06-30-2023
BROOKFIELD CORP CL A LTD VT SH 654 $11,811 351 0.00 351 +Inf 06-30-2023
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