Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 05-03-2024 | 03-31-2024 | 2121 | 2,183,786,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMN HEALTHCARE SVCS INC | COM | 1401 | $57,509 | 920 | 0.00 | 920 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 1402 | $57,305 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AXON ENTERPRISE INC | COM | 1403 | $57,257 | 183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED STS COMMODITY INDEX F | CM REP COPP FD | 1404 | $57,048 | 2,271 | 0.00 | 2,271 | +Inf | 03-31-2024 |
