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 |
|---|---|---|---|---|---|---|---|---|---|
| ATKORE INC | COM | 2001 | $23,985 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MDU RES GROUP INC | COM | 2002 | $23,866 | 947 | 0.00 | 0.00 | 3 | 0.32 | 03-31-2024 |
| SANDRIDGE ENERGY INC | COM NEW | 2003 | $23,749 | 1,630 | 0.00 | 0.00 | -2 | -0.12 | 03-31-2024 |
| HANOVER INS GROUP INC | COM | 2004 | $23,557 | 173 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
