Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 07-23-2024 | 06-30-2024 | 2053 | 2,252,508,310 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COUSINS PPTYS INC | COM NEW | 1101 | $110,032 | 4,753 | 0.00 | 0.00 | -2,860 | -37.57 | 06-30-2024 |
| ALPS ETF TR | SECTR DIV DOGS | 1102 | $109,886 | 2,080 | 0.00 | 0.00 | -27 | -1.28 | 06-30-2024 |
| CORTEVA INC | COM | 1103 | $109,390 | 2,028 | 0.00 | 0.00 | 16 | 0.80 | 06-30-2024 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 1104 | $109,385 | 4,483 | 0.00 | 0.00 | 3,071 | 217.49 | 06-30-2024 |
