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 |
|---|---|---|---|---|---|---|---|---|---|
| CTO REALTY GROWTH INC | COM | 4001 | $2,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| SYNTHETIC BIOLOGICS INC | COM NEW | 4002 | $2,000 | 5,072 | 0.00 | 5,072 | +Inf | 09-30-2020 |
