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 |
|---|---|---|---|---|---|---|---|---|---|
| T ROWE PRICE ETF INC | PRICE EQT INCOME | 1451 | $52,523 | 1,325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | 1452 | $52,510 | 1,441 | 0.00 | 0.00 | -100 | -6.49 | 03-31-2024 |
| FIRST FINL BANKSHARES INC | COM | 1453 | $52,496 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAS VEGAS SANDS CORP | COM | 1454 | $52,443 | 1,014 | 0.00 | 0.00 | -23 | -2.22 | 03-31-2024 |
