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
MOLINA HEALTHCARE INC COM 1801 $33,277 81 0.00 0.00 6 8.00 03-31-2024
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 1802 $33,221 1,125 0.00 0.00 0 0.00 03-31-2024
MP MATERIALS CORP COM CL A 1803 $33,176 2,320 0.00 0.00 2,224 2316.67 03-31-2024
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 1804 $33,108 1,207 0.00 0.00 3 0.25 03-31-2024
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