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 |
|---|---|---|---|---|---|---|---|---|---|
| NETSCOUT SYS INC | COM | 4401 | $1,000 | 30 | 0.00 | 30 | +Inf | 03-31-2017 | |
| MMA CAPITAL HOLDINGS INC | COM | 4402 | $1,000 | 30 | 0.00 | 30 | +Inf | 06-30-2019 | |
| EVOKE PHARMA INC | COM | 4403 | $1,000 | 500 | 0.00 | 500 | +Inf | 03-31-2017 |
