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 |
|---|---|---|---|---|---|---|---|---|---|
| EXPONENT INC | COM | 2751 | $6,990 | 85 | 0.00 | 0.00 | -41 | -32.54 | 03-31-2024 |
| CULLEN FROST BANKERS INC | COM | 2752 | $6,979 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHAKE SHACK INC | CL A | 2753 | $6,970 | 67 | 0.00 | 0.00 | -290 | -81.23 | 03-31-2024 |
| TAYLOR MORRISON HOME CORP | COM | 2754 | $6,963 | 112 | 0.00 | 0.00 | 57 | 103.64 | 03-31-2024 |
