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 |
|---|---|---|---|---|---|---|---|---|---|
| ADDUS HOMECARE CORP | COM | 4501 | $1,000 | 20 | 0.00 | 20 | +Inf | 09-30-2020 | |
| PALATIN TECHNOLOGIES INC | COM PAR $ .01 | 4502 | $1,000 | 1,000 | 0.00 | 0.00 | -5,000 | -83.33 | 06-30-2019 |
| PECK CO HLDGS INC | COM NEW | 4503 | $1,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 4504 | $1,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2019 |
