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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYSIGN INC | COM | 3451 | $4,000 | 500 | 0.00 | 500 | +Inf | 09-30-2019 | |
| MORGAN STANLEY EMERGING MKTS | COM | 3452 | $4,000 | 650 | 0.00 | 650 | +Inf | 06-30-2019 | |
| INVESCO BD FD | COM | 3453 | $4,000 | 250 | 0.00 | 250 | +Inf | 06-30-2019 | |
| FUEL TECH INC | COM | 3454 | $4,000 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2018 |
