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 |
|---|---|---|---|---|---|---|---|---|---|
| REPRO MED SYS INC | COM | 3651 | $3,000 | 525 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| PHASEBIO PHARMACEUTICALS INC | COM | 3652 | $3,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| NUVEEN NEW YORK QLT MUN INC | COM | 3653 | $3,000 | 315 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
