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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 651 | $351,439 | 3,870 | 0.00 | 0.00 | -125 | -3.13 | 03-31-2024 |
| ARES CAPITAL CORP | COM | 652 | $350,930 | 16,855 | 0.00 | 0.00 | 756 | 4.70 | 03-31-2024 |
| MFA FINL INC | COM | 653 | $349,808 | 30,658 | 0.00 | 0.00 | 1,979 | 6.90 | 03-31-2024 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 654 | $348,918 | 14,710 | 0.00 | 0.00 | 200 | 1.38 | 03-31-2024 |
