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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | 801 | $236,551 | 1,482 | 0.00 | 0.00 | 76 | 5.41 | 06-30-2024 |
| NORTHERN OIL AND GAS INC MN | COM | 802 | $236,030 | 6,350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PIEDMONT OFFICE REALTY TR IN | COM CL A | 803 | $235,524 | 32,486 | 0.00 | 0.00 | -112 | -0.34 | 06-30-2024 |
| ONE GAS INC | COM | 804 | $234,776 | 3,677 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
