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 |
|---|---|---|---|---|---|---|---|---|---|
| CONNECTONE BANCORP INC | COM | 2601 | $8,949 | 459 | 0.00 | 0.00 | 4 | 0.88 | 03-31-2024 |
| FLEXSHARES TR | MORNSTAR USMKT | 2602 | $8,927 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| VIPER ENERGY INC | CL A | 2603 | $8,923 | 232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PAN AMERN SILVER CORP | COM | 2604 | $8,897 | 590 | 0.00 | 0.00 | 9 | 1.55 | 03-31-2024 |
