Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLOBAL RETIREMENT PARTNERS LLC 04-16-2024 03-31-2024 3384 2,681,645,965
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KRANESHARES TRUST KRANESHARES VALU 1751 $35,664 1,478 0.00 0.00 13 0.89 03-31-2024
MURPHY USA INC COM 1752 $35,632 85 0.00 0.00 -1 -1.16 03-31-2024
CLEAN HARBORS INC COM 1753 $35,632 177 0.00 0.00 0 0.00 03-31-2024
NEUBERGER BERMAN NEXT GENERA COMMON STOCK 1754 $35,544 3,025 0.00 0.00 0 0.00 03-31-2024
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