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 |
|---|---|---|---|---|---|---|---|---|---|
| TORO CORP | COM | 4051 | $537 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATIONAL FUEL GAS CO | COM | 4052 | $537 | 10 | 0.00 | 0.00 | -91 | -90.10 | 03-31-2024 |
| SHIFT4 PMTS INC | CL A | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 12-31-2023 | |
| NOVANTA INC | COM | 4054 | $524 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
