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 |
|---|---|---|---|---|---|---|---|---|---|
| PLUG POWER INC | COM NEW | 1801 | $31,616 | 13,569 | 0.00 | 0.00 | -3,268 | -19.41 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | LIMITED DURATION | 1802 | $31,558 | 1,684 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 1803 | $31,431 | 1,285 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | US MULTIFACTOR | 1804 | $31,263 | 688 | 0.00 | 688 | +Inf | 06-30-2024 |
