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 |
|---|---|---|---|---|---|---|---|---|---|
| CORBUS PHARMACEUTICALS HLDGS | COM | 2101 | $21,000 | 3,600 | 0.00 | 3,600 | +Inf | 03-31-2018 | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2102 | $20,957 | 589 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CULLEN FROST BANKERS INC | COM | 2103 | $20,936 | 206 | 0.00 | 0.00 | 66 | 47.14 | 06-30-2024 |
| TWO RDS SHARED TR | ANFIELD DYNAMIC | 2104 | $20,919 | 2,464 | 0.00 | 0.00 | -175 | -6.63 | 06-30-2024 |
