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 |
|---|---|---|---|---|---|---|---|---|---|
| REGIONAL MGMT CORP | COM | 2951 | $7,263 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOSTON PROPERTIES INC | COM | 2952 | $7,249 | 111 | 0.00 | 0.00 | 16 | 16.84 | 03-31-2024 |
| KRANESHARES TR | KFA VAL LIN DYNM | 2953 | $7,239 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GREAT SOUTHN BANCORP INC | COM | 2954 | $7,236 | 132 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
