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 |
|---|---|---|---|---|---|---|---|---|---|
| IDEAL PWR INC | COM NEW | 4151 | $1,483 | 210 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG EMERGI | 4152 | $1,472 | 74 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | 4153 | $1,466 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ORION OFFICE REIT INC | COM | 4154 | $1,465 | 408 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
